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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 | $349,198 | $99,644+250.4% | $86,438+304.0% | $134,532+159.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -11.51% | 6787.26%-6798.8pp | 4397.19%-4408.7pp | 418.27%-429.8pp |
| Employer contribution / active EE | $1,922 | $4,402-56.3% | $3,769-49.0% | $4,741-59.5% |
| Participant deferral / active EE | $6,750 | $7,247-6.9% | $6,952-2.9% | $6,401+5.5% |
| Admin fee / account holder | $128 | $8,375-98.5% | $6,733-98.1% | $11,429-98.9% |