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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 | $398,156 | $142,409+179.6% | $119,634+232.8% | $134,545+195.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.97% | -12.46%+2.5pp | -14.98%+5.0pp | 418.37%-428.3pp |
| Employer contribution / active EE | $8,552 | $5,224+63.7% | $4,232+102.1% | $4,742+80.4% |
| Participant deferral / active EE | $8,314 | $6,468+28.5% | $5,601+48.4% | $6,401+29.9% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |