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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 | $261,765 | $87,705+198.5% | $63,517+312.1% | $125,393+108.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -3.54% | 21.70%-25.2pp | -70.30%+66.8pp | 282.23%-285.8pp |
| Employer contribution / active EE | $12,622 | $3,601+250.5% | $2,322+443.6% | $4,866+159.4% |
| Participant deferral / active EE | $979 | $3,939-75.2% | $2,953-66.9% | $5,351-81.7% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,541-100.0% |