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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 | $112,184+414.7% | - | $145,884+295.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | - | 80.3%+19.7pp |
| Annual return | 11.50% | 21.73%-10.2pp | - | 551.85%-540.3pp |
| Employer contribution / active EE | $2,000 | $5,728-65.1% | - | $4,662-57.1% |
| Participant deferral / active EE | $0 | $5,637-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $0 | $6,256-100.0% | - | $13,392-100.0% |