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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 | $472,827 | $381,890+23.8% | $359,360+31.6% | $564,480-16.2% |
| Participation rate | 100.0% | 88.9%+11.1pp | 86.3%+13.7pp | 89.1%+10.9pp |
| Annual return | -23.12% | -11.38%-11.7pp | -10.75%-12.4pp | -14.07%-9.0pp |
| Employer contribution / active EE | $40,500 | $18,491+119.0% | $18,485+119.1% | $29,221+38.6% |
| Participant deferral / active EE | $27,000 | $9,109+196.4% | $8,159+230.9% | $5,729+371.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $9,603-100.0% | $27,140-100.0% |