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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 | $312,697 | $167,503+86.7% | $151,627+106.2% | $134,493+132.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.74% | 7.80%-26.5pp | 3.33%-22.1pp | 418.01%-436.8pp |
| Employer contribution / active EE | $17,378 | $6,829+154.5% | $6,166+181.8% | $4,740+266.6% |
| Participant deferral / active EE | $22,000 | $8,985+144.9% | $8,363+163.1% | $6,400+243.8% |
| Admin fee / account holder | $20 | $13,777-99.9% | $11,612-99.8% | $11,425-99.8% |