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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 | $408,446 | $104,106+292.3% | $71,086+474.6% | $135,379+201.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -12.31% | 1256.30%-1268.6pp | 650.59%-662.9pp | 519.79%-532.1pp |
| Employer contribution / active EE | $6,000 | $1,485+304.1% | $1,088+451.6% | $4,779+25.6% |
| Participant deferral / active EE | $24,000 | $2,527+849.8% | $1,874+1180.5% | $5,609+327.9% |
| Admin fee / account holder | $10 | $4,142-99.8% | $3,082-99.7% | $10,828-99.9% |