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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 | $687,455 | $167,522+310.4% | $151,639+353.4% | $134,532+411.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.43% | 7.81%-22.2pp | 3.34%-17.8pp | 418.27%-432.7pp |
| Employer contribution / active EE | $15,245 | $6,828+123.3% | $6,165+147.3% | $4,741+221.6% |
| Participant deferral / active EE | $13,960 | $8,986+55.4% | $8,363+66.9% | $6,401+118.1% |
| Admin fee / account holder | $267 | $13,780-98.1% | $11,613-97.7% | $11,429-97.7% |