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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 | $258,327 | $93,346+176.7% | $71,796+259.8% | $273,972-5.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.83% | 130.39%-126.6pp | 78.04%-74.2pp | 41.46%-37.6pp |
| Employer contribution / active EE | $21,000 | $2,733+668.3% | $1,924+991.2% | $4,869+331.3% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |