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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 | $299,938 | $131,829+127.5% | $108,579+176.2% | $273,965+9.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.41% | -91.57%+100.0pp | -51.70%+60.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $24,155 | $4,912+391.7% | $3,758+542.7% | $4,869+396.1% |
| Participant deferral / active EE | $16,000 | $5,127+212.1% | $4,311+271.2% | $5,287+202.6% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |