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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 | $402,659 | $190,879+110.9% | $160,009+151.6% | $134,532+199.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.28% | 552.63%-570.9pp | 408.85%-427.1pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,341 | $4,995-53.1% | $4,225-44.6% | $4,741-50.6% |
| Participant deferral / active EE | $21,450 | $6,924+209.8% | $6,183+246.9% | $6,401+235.1% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |