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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 | $306,589 | $118,496+158.7% | $98,461+211.4% | $139,466+119.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.52% | 18.96%-1.4pp | 21.17%-3.7pp | 373.66%-356.1pp |
| Employer contribution / active EE | $41,972 | $3,611+1062.5% | $3,049+1276.8% | $4,754+782.9% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |