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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 | $358,909 | $167,362+114.5% | $143,799+149.6% | $134,532+166.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.13% | 0.47%-12.6pp | -0.04%-12.1pp | 418.27%-430.4pp |
| Employer contribution / active EE | $10,396 | $5,620+85.0% | $4,952+109.9% | $4,741+119.3% |
| Participant deferral / active EE | $12,985 | $6,447+101.4% | $5,638+130.3% | $6,401+102.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |