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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 | $471,157 | $92,766+407.9% | $82,763+469.3% | $134,545+250.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.30% | 946.97%-961.3pp | 702.45%-716.7pp | 418.37%-432.7pp |
| Employer contribution / active EE | $27,587 | $3,273+742.9% | $3,008+817.0% | $4,742+481.8% |
| Participant deferral / active EE | $20,250 | $4,802+321.7% | $4,395+360.7% | $6,401+216.3% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |