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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 | $570,614 | $158,852+259.2% | $121,220+370.7% | $135,380+321.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 1.06% | -0.64%+1.7pp | 16.94%-15.9pp | 519.81%-518.7pp |
| Employer contribution / active EE | $55,000 | $5,666+870.7% | $4,023+1267.3% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $46 | $6,515-99.3% | $5,021-99.1% | $10,828-99.6% |