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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 | $326,363 | $507,760-35.7% | $505,189-35.4% | $534,210-38.9% |
| Participation rate | 100.0% | 91.3%+8.7pp | 90.4%+9.6pp | 89.6%+10.4pp |
| Annual return | 6.71% | 13.03%-6.3pp | 13.03%-6.3pp | 10.40%-3.7pp |
| Employer contribution / active EE | $37,000 | $15,890+132.9% | $16,213+128.2% | $19,440+90.3% |
| Participant deferral / active EE | $25,000 | $13,485+85.4% | $13,093+90.9% | $11,136+124.5% |
| Admin fee / account holder | $0 | $6,250-100.0% | $6,372-100.0% | $14,821-100.0% |