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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 | $608,939 | $149,679+306.8% | $117,039+420.3% | $147,586+312.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 10.05% | 19.31%-9.3pp | 18.95%-8.9pp | 578.59%-568.5pp |
| Employer contribution / active EE | $39,448 | $4,937+699.1% | $3,785+942.3% | $4,876+709.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10 | $7,856-99.9% | $5,974-99.8% | $10,886-99.9% |