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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 | $601,898 | $215,361+179.5% | $171,082+251.8% | $273,972+119.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 12.07% | 25.14%-13.1pp | 32.56%-20.5pp | 41.46%-29.4pp |
| Employer contribution / active EE | $9,379 | $4,967+88.8% | $4,002+134.4% | $4,869+92.6% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $26 | $10,846-99.8% | $8,520-99.7% | $10,133-99.7% |