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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 | $642,704 | $91,179+604.9% | $178,499+260.1% | $79,852+704.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.21% | 24.19%-14.0pp | 151.10%-140.9pp | 31.72%-21.5pp |
| Employer contribution / active EE | $29,238 | $3,256+798.1% | $5,011+483.5% | $2,471+1083.2% |
| Participant deferral / active EE | $17,385 | $3,236+437.3% | $5,202+234.2% | $3,740+364.8% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |