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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 | $279,214 | $111,814+149.7% | $103,374+170.1% | $145,959+91.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.03% | 24.77%-15.7pp | 24.89%-15.9pp | 561.95%-552.9pp |
| Employer contribution / active EE | $44,270 | $4,214+950.6% | $3,869+1044.1% | $4,661+849.8% |
| Participant deferral / active EE | $26,000 | $5,618+362.8% | $5,058+414.1% | $6,689+288.7% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |