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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 | $433,879 | $134,001+223.8% | $112,258+286.5% | $134,509+222.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.95% | 47.15%-49.1pp | 27.47%-29.4pp | 418.13%-420.1pp |
| Employer contribution / active EE | $2,686 | $4,039-33.5% | $3,636-26.1% | $4,741-43.3% |
| Participant deferral / active EE | $18,622 | $5,291+251.9% | $4,728+293.8% | $6,400+190.9% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |