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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $725,741 | $124,425+483.3% | $112,040+547.8% | $137,256+428.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.40% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $34,042 | $3,411+897.9% | $2,954+1052.4% | $4,156+719.1% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |