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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 | $493,197 | $167,353+194.7% | $143,797+243.0% | $134,545+266.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.12% | 0.48%-15.6pp | -0.04%-15.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $9,691 | $5,620+72.4% | $4,952+95.7% | $4,742+104.4% |
| Participant deferral / active EE | $16,667 | $6,447+158.5% | $5,638+195.6% | $6,401+160.4% |
| Admin fee / account holder | $239 | $18,096-98.7% | $14,679-98.4% | $11,431-97.9% |