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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 | $376,476 | $180,466+108.6% | $154,114+144.3% | $135,382+178.1% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.62% | 888.15%-894.8pp | 735.16%-741.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $8,042 | $6,035+33.2% | $5,298+51.8% | $4,779+68.3% |
| Participant deferral / active EE | $6,808 | $5,806+17.3% | $5,081+34.0% | $5,609+21.4% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |