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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 | $263,943 | $167,362+57.7% | $143,799+83.6% | $134,532+96.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.41% | 0.47%-16.9pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $16,628 | $5,620+195.9% | $4,952+235.8% | $4,741+250.7% |
| Participant deferral / active EE | $9,261 | $6,447+43.6% | $5,638+64.2% | $6,401+44.7% |
| Admin fee / account holder | $108 | $18,094-99.4% | $14,677-99.3% | $11,429-99.1% |