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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 | $263,995 | $75,935+247.7% | $60,547+336.0% | $125,389+110.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.19% | -5.38%+5.6pp | 335.64%-335.5pp | 282.24%-282.0pp |
| Employer contribution / active EE | $12,713 | $3,438+269.8% | $2,419+425.5% | $4,866+161.3% |
| Participant deferral / active EE | $14,279 | $4,506+216.9% | $3,328+329.1% | $5,352+166.8% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |