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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 | $1,305,767 | $132,310+886.9% | $105,754+1134.7% | $273,972+376.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.53% | 10.08%-4.6pp | 12.25%-6.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $31,544 | $4,867+548.2% | $4,079+673.3% | $4,869+547.9% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |