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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 | $457,112 | $167,353+173.1% | $143,797+217.9% | $134,545+239.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.03% | 0.48%-17.5pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $14,447 | $5,620+157.0% | $4,952+191.7% | $4,742+204.7% |
| Participant deferral / active EE | $9,045 | $6,447+40.3% | $5,638+60.4% | $6,401+41.3% |
| Admin fee / account holder | $48 | $18,096-99.7% | $14,679-99.7% | $11,431-99.6% |