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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 | $482,030 | $100,805+378.2% | $86,698+456.0% | $134,532+258.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.77% | 29.09%-38.9pp | 35.95%-45.7pp | 418.27%-428.0pp |
| Employer contribution / active EE | $31,246 | $3,490+795.3% | $2,837+1001.5% | $4,741+559.0% |
| Participant deferral / active EE | $25,375 | $5,339+375.3% | $4,656+445.0% | $6,401+296.4% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |