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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 | $500,254 | $167,504+198.7% | $151,628+229.9% | $134,509+271.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.02% | 7.81%-17.8pp | 3.34%-13.4pp | 418.13%-428.2pp |
| Employer contribution / active EE | $6,120 | $6,828-10.4% | $6,165-0.7% | $4,741+29.1% |
| Participant deferral / active EE | $26,500 | $8,985+194.9% | $8,363+216.9% | $6,400+314.0% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |