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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 | $970,062 | $197,819+390.4% | $155,789+522.7% | $125,389+673.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.18% | 86.73%-88.9pp | 71.54%-73.7pp | 282.24%-284.4pp |
| Employer contribution / active EE | $23,250 | $4,850+379.3% | $3,839+505.7% | $4,866+377.8% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |