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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 | $577,404 | $110,517+422.5% | - | $145,959+295.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | - | 80.3%+19.7pp |
| Annual return | 11.50% | 17.64%-6.1pp | - | 561.95%-550.4pp |
| Employer contribution / active EE | $2,000 | $5,676-64.8% | - | $4,661-57.1% |
| Participant deferral / active EE | $0 | $5,565-100.0% | - | $6,689-100.0% |
| Admin fee / account holder | $0 | $6,295-100.0% | - | $13,398-100.0% |