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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 | $358,394 | $167,533+113.9% | $151,645+136.3% | $134,545+166.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.88% | 7.81%-20.7pp | 3.34%-16.2pp | 418.37%-431.2pp |
| Employer contribution / active EE | $18,650 | $6,828+173.1% | $6,165+202.5% | $4,742+293.3% |
| Participant deferral / active EE | $13,312 | $8,985+48.2% | $8,363+59.2% | $6,401+108.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |