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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 | $301,198 | $131,835+128.5% | $108,582+177.4% | $273,970+9.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.53% | -91.57%+102.1pp | -51.70%+62.2pp | 41.46%-30.9pp |
| Employer contribution / active EE | $13,363 | $4,913+172.0% | $3,758+255.5% | $4,869+174.5% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,132-100.0% |