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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 | $324,546 | $142,392+127.9% | $119,622+171.3% | $134,532+141.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.32% | -12.46%-6.9pp | -14.98%-4.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $14,302 | $5,224+173.8% | $4,232+237.9% | $4,741+201.7% |
| Participant deferral / active EE | $9,530 | $6,467+47.4% | $5,601+70.2% | $6,401+48.9% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |