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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 | $372,671 | $138,312+169.4% | $122,979+203.0% | $155,188+140.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 12.44% | 22.06%-9.6pp | 20.12%-7.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $15,625 | $3,530+342.6% | $3,062+410.2% | $4,248+267.8% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |