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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 | $426,080 | $88,996+378.8% | $78,004+446.2% | $138,895+206.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 68.58% | 28.03%+40.5pp | 31.07%+37.5pp | 145.39%-76.8pp |
| Employer contribution / active EE | $2,484 | $2,917-14.9% | $2,469+0.6% | $4,194-40.8% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |