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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 | $265,550 | $129,960+104.3% | $104,299+154.6% | $134,545+97.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.99% | 42.06%-61.0pp | 24.62%-43.6pp | 418.37%-437.4pp |
| Employer contribution / active EE | $1,308 | $4,186-68.7% | $3,373-61.2% | $4,742-72.4% |
| Participant deferral / active EE | $8,070 | $5,589+44.4% | $4,626+74.5% | $6,401+26.1% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |