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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 | $289,908 | $90,606+220.0% | $79,466+264.8% | $135,379+114.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.44% | 977.69%-978.1pp | 718.28%-718.7pp | 519.79%-520.2pp |
| Employer contribution / active EE | $672 | $3,068-78.1% | $2,800-76.0% | $4,779-85.9% |
| Participant deferral / active EE | $837 | $4,050-79.3% | $3,704-77.4% | $5,609-85.1% |
| Admin fee / account holder | $50 | $5,895-99.2% | $5,104-99.0% | $10,828-99.5% |