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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 | $382,501 | $167,362+128.5% | $143,799+166.0% | $134,532+184.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.95% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $11,632 | $5,620+107.0% | $4,952+134.9% | $4,741+145.4% |
| Participant deferral / active EE | $5,572 | $6,447-13.6% | $5,638-1.2% | $6,401-13.0% |
| Admin fee / account holder | $96 | $18,094-99.5% | $14,677-99.3% | $11,429-99.2% |