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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 | $402,731 | $117,846+241.7% | $102,434+293.2% | $145,884+176.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 34.10% | 31.90%+2.2pp | 29.46%+4.6pp | 551.85%-517.7pp |
| Employer contribution / active EE | $69,000 | $3,615+1808.9% | $3,023+2182.4% | $4,662+1380.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |