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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 | $435,711 | $167,353+160.4% | $143,797+203.0% | $134,545+223.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.11% | 0.48%-15.6pp | -0.04%-15.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $1,325 | $5,620-76.4% | $4,952-73.2% | $4,742-72.1% |
| Participant deferral / active EE | $10,800 | $6,447+67.5% | $5,638+91.5% | $6,401+68.7% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |