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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 | $279,499 | $215,361+29.8% | $171,082+63.4% | $273,970+2.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.56% | 25.14%-20.6pp | 32.56%-28.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $16,240 | $4,967+227.0% | $4,002+305.8% | $4,869+233.6% |
| Participant deferral / active EE | $17,750 | $5,543+220.2% | $4,797+270.0% | $5,287+235.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |