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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 | $362,857 | $77,817+366.3% | $123,553+193.7% | $64,173+465.4% |
| Participation rate | 78.8% | 74.7%+4.1pp | 82.3%-3.5pp | 69.6%+9.2pp |
| Annual return | -4.47% | 12.49%-17.0pp | 119.21%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $8,641 | $3,014+186.7% | $4,628+86.7% | $2,381+262.9% |
| Participant deferral / active EE | $9,796 | $5,240+86.9% | $6,426+52.4% | $3,470+182.3% |
| Admin fee / account holder | $96 | $5,519-98.3% | $9,284-99.0% | $4,887-98.0% |