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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 | $754,909 | $92,684+714.5% | $82,706+812.8% | $134,509+461.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.38% | 945.84%-962.2pp | 701.76%-718.1pp | 418.13%-434.5pp |
| Employer contribution / active EE | $15,000 | $3,272+358.5% | $3,007+398.8% | $4,741+216.4% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |