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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 | $364,670 | $167,362+117.9% | $143,799+153.6% | $134,532+171.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.63% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $32,027 | $5,620+469.8% | $4,952+546.7% | $4,741+575.5% |
| Participant deferral / active EE | $23,750 | $6,447+268.4% | $5,638+321.2% | $6,401+271.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |