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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 | $326,335 | $105,867+208.2% | $90,760+259.6% | $134,532+142.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.21% | -10.99%-3.2pp | -12.16%-2.1pp | 418.27%-432.5pp |
| Employer contribution / active EE | $15,236 | $3,464+339.9% | $2,922+421.5% | $4,741+221.4% |
| Participant deferral / active EE | $13,009 | $5,217+149.4% | $4,565+185.0% | $6,401+103.2% |
| Admin fee / account holder | $146 | $13,936-99.0% | $8,444-98.3% | $11,429-98.7% |