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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 | $762,638 | $167,504+355.3% | $151,628+403.0% | $134,509+467.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.96% | 7.81%-27.8pp | 3.34%-23.3pp | 418.13%-438.1pp |
| Employer contribution / active EE | $15,625 | $6,828+128.8% | $6,165+153.5% | $4,741+229.6% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $68 | $13,779-99.5% | $11,613-99.4% | $11,427-99.4% |