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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 | $412,243 | $91,911+348.5% | $68,612+500.8% | $135,379+204.5% |
| Participation rate | 93.3% | 76.7%+16.6pp | 72.2%+21.1pp | 82.6%+10.7pp |
| Annual return | -6.06% | -8.22%+2.2pp | -4.63%-1.4pp | 519.79%-525.8pp |
| Employer contribution / active EE | $20,570 | $3,924+424.3% | $2,625+683.6% | $4,779+330.4% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |