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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 | $310,430 | $167,362+85.5% | $143,799+115.9% | $134,532+130.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.29% | 0.47%-14.8pp | -0.04%-14.2pp | 418.27%-432.6pp |
| Employer contribution / active EE | $21,907 | $5,620+289.8% | $4,952+342.4% | $4,741+362.1% |
| Participant deferral / active EE | $12,500 | $6,447+93.9% | $5,638+121.7% | $6,401+95.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |