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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 | $481,971 | $167,353+188.0% | $143,797+235.2% | $134,545+258.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.32% | 0.48%-15.8pp | -0.04%-15.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $6,320 | $5,620+12.4% | $4,952+27.6% | $4,742+33.3% |
| Participant deferral / active EE | $9,480 | $6,447+47.0% | $5,638+68.1% | $6,401+48.1% |
| Admin fee / account holder | $120 | $18,096-99.3% | $14,679-99.2% | $11,431-99.0% |