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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 | $452,629 | $133,998+237.8% | $112,263+303.2% | $134,545+236.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.50% | 47.17%-65.7pp | 27.49%-46.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $14,225 | $4,040+252.1% | $3,636+291.2% | $4,742+200.0% |
| Participant deferral / active EE | $2,157 | $5,292-59.2% | $4,729-54.4% | $6,401-66.3% |
| Admin fee / account holder | $6 | $7,493-99.9% | $6,410-99.9% | $11,431-99.9% |