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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 | $337,639 | $138,075+144.5% | $123,552+173.3% | $135,379+149.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.08% | 153.70%-162.8pp | 119.20%-128.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $4,957 | $5,152-3.8% | $4,628+7.1% | $4,779+3.7% |
| Participant deferral / active EE | $8,650 | $6,800+27.2% | $6,426+34.6% | $5,609+54.2% |
| Admin fee / account holder | $35 | $10,917-99.7% | $9,285-99.6% | $10,828-99.7% |