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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 | $632,431 | $90,606+598.0% | $79,466+695.8% | $135,379+367.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.90% | 977.69%-980.6pp | 718.28%-721.2pp | 519.79%-522.7pp |
| Employer contribution / active EE | $19,800 | $3,068+545.4% | $2,800+607.1% | $4,779+314.3% |
| Participant deferral / active EE | $19,800 | $4,050+388.9% | $3,704+434.6% | $5,609+253.0% |
| Admin fee / account holder | $15 | $5,895-99.8% | $5,104-99.7% | $10,828-99.9% |