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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 | $269,981 | $134,001+101.5% | $112,258+140.5% | $134,509+100.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.75% | 47.15%-64.9pp | 27.47%-45.2pp | 418.13%-435.9pp |
| Employer contribution / active EE | $1,634 | $4,039-59.6% | $3,636-55.1% | $4,741-65.5% |
| Participant deferral / active EE | $6,914 | $5,291+30.7% | $4,728+46.2% | $6,400+8.0% |
| Admin fee / account holder | $112 | $7,491-98.5% | $6,411-98.3% | $11,427-99.0% |