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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 | $256,278 | $92,766+176.3% | $82,763+209.7% | $134,545+90.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.95% | 946.97%-963.9pp | 702.45%-719.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $4,939 | $3,273+50.9% | $3,008+64.2% | $4,742+4.2% |
| Participant deferral / active EE | $9,479 | $4,802+97.4% | $4,395+115.7% | $6,401+48.1% |
| Admin fee / account holder | $60 | $5,978-99.0% | $5,325-98.9% | $11,431-99.5% |