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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 | $458,015 | $101,618+350.7% | $93,063+392.2% | $137,256+233.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.20% | 223.95%-210.8pp | 34.15%-21.0pp | 220.34%-207.1pp |
| Employer contribution / active EE | $22,580 | $2,707+734.1% | $2,476+811.9% | $4,156+443.3% |
| Participant deferral / active EE | $10,800 | $4,279+152.4% | $3,958+172.9% | $6,407+68.6% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |