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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 | $403,254 | $124,351+224.3% | $109,188+269.3% | $167,553+140.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.62% | 26.04%-10.4pp | 25.76%-10.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $17,400 | $4,210+313.3% | $3,723+367.4% | $4,840+259.5% |
| Participant deferral / active EE | $19,500 | $5,257+271.0% | $4,654+319.0% | $6,343+207.4% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |