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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 | $372,336 | $167,353+122.5% | $143,797+158.9% | $134,545+176.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.42% | 0.48%-15.9pp | -0.04%-15.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $21,564 | $5,620+283.7% | $4,952+335.4% | $4,742+354.8% |
| Participant deferral / active EE | $15,125 | $6,447+134.6% | $5,638+168.3% | $6,401+136.3% |
| Admin fee / account holder | $92 | $18,096-99.5% | $14,679-99.4% | $11,431-99.2% |