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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 | $263,128 | $84,447+211.6% | $61,389+328.6% | $134,493+95.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -4.50% | 584.84%-589.3pp | 338.73%-343.2pp | 418.01%-422.5pp |
| Employer contribution / active EE | $2,914 | $1,545+88.6% | $1,160+151.2% | $4,740-38.5% |
| Participant deferral / active EE | $10,683 | $2,819+278.9% | $2,125+402.7% | $6,400+66.9% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,130-100.0% | $11,425-100.0% |