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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 | $390,391 | $92,684+321.2% | $82,706+372.0% | $134,509+190.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -0.49% | 945.84%-946.3pp | 701.76%-702.2pp | 418.13%-418.6pp |
| Employer contribution / active EE | $969 | $3,272-70.4% | $3,007-67.8% | $4,741-79.6% |
| Participant deferral / active EE | $1,131 | $4,800-76.4% | $4,394-74.3% | $6,400-82.3% |
| Admin fee / account holder | $50 | $5,982-99.2% | $5,329-99.1% | $11,427-99.6% |