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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 | $297,726 | $92,219+222.8% | $76,767+287.8% | $135,380+119.9% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -6.46% | 5.46%-11.9pp | 2.43%-8.9pp | 519.81%-526.3pp |
| Employer contribution / active EE | $12,892 | $3,216+300.9% | $2,485+418.8% | $4,779+169.8% |
| Participant deferral / active EE | $8,429 | $4,508+87.0% | $3,852+118.8% | $5,609+50.3% |
| Admin fee / account holder | $202 | $10,749-98.1% | $6,675-97.0% | $10,828-98.1% |