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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 | $270,875 | $49,177+450.8% | $79,466+240.9% | $64,173+322.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.52% | -1.16%-4.4pp | 718.28%-723.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,403 | $2,076+160.2% | $2,800+92.9% | $2,381+126.9% |
| Participant deferral / active EE | $7,424 | $2,821+163.1% | $3,704+100.4% | $3,470+114.0% |
| Admin fee / account holder | $240 | $3,839-93.8% | $5,104-95.3% | $4,887-95.1% |