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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 | $358,049 | $167,522+113.7% | $151,639+136.1% | $134,532+166.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.11% | 7.81%-14.9pp | 3.34%-10.5pp | 418.27%-425.4pp |
| Employer contribution / active EE | $23,000 | $6,828+236.8% | $6,165+273.1% | $4,741+385.1% |
| Participant deferral / active EE | $27,000 | $8,986+200.5% | $8,363+222.8% | $6,401+321.8% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |