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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 | $547,916 | $142,392+284.8% | $119,622+358.0% | $134,532+307.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.60% | -12.46%-7.1pp | -14.98%-4.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $2,970 | $5,224-43.2% | $4,232-29.8% | $4,741-37.4% |
| Participant deferral / active EE | $17,052 | $6,467+163.7% | $5,601+204.5% | $6,401+166.4% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |