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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 | $310,833 | $133,998+132.0% | $112,263+176.9% | $134,545+131.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.66% | 47.17%-57.8pp | 27.49%-38.2pp | 418.37%-429.0pp |
| Employer contribution / active EE | $8,333 | $4,040+106.3% | $3,636+129.2% | $4,742+75.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $238 | $7,493-96.8% | $6,410-96.3% | $11,431-97.9% |