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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 | $474,986 | $110,410+330.2% | $102,437+363.7% | $145,897+225.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.68% | 24.85%-10.2pp | 24.95%-10.3pp | 552.29%-537.6pp |
| Employer contribution / active EE | $13,610 | $4,217+222.7% | $3,871+251.6% | $4,663+191.9% |
| Participant deferral / active EE | $9,688 | $5,622+72.3% | $5,060+91.5% | $6,689+44.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |