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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 | $603,153 | $113,941+429.4% | $94,229+540.1% | $125,389+381.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.12% | 5.29%-8.4pp | 10.68%-13.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $53,000 | $4,727+1021.2% | $3,587+1377.6% | $4,866+989.2% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $21 | $8,392-99.7% | $6,269-99.7% | $9,541-99.8% |