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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 | $136,860+430.3% | $120,344+503.1% | $154,746+369.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.40% | 21.38%-9.0pp | 20.30%-7.9pp | 172.34%-159.9pp |
| Employer contribution / active EE | $34,042 | $3,533+863.5% | $3,020+1027.2% | $4,379+677.4% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |