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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 | $314,475 | $142,361+120.9% | $119,608+162.9% | $134,509+133.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.45% | -12.46%-4.0pp | -14.98%-1.5pp | 418.13%-434.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,245 | $6,468+42.9% | $5,601+65.1% | $6,400+44.4% |
| Admin fee / account holder | $35 | $13,588-99.7% | $10,326-99.7% | $11,427-99.7% |