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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 | $505,439 | $138,114+266.0% | $125,391+303.1% | $134,545+275.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.56% | 750.88%-766.4pp | 572.41%-588.0pp | 418.37%-433.9pp |
| Employer contribution / active EE | $13,122 | $5,246+150.1% | $4,816+172.5% | $4,742+176.7% |
| Participant deferral / active EE | $13,782 | $7,801+76.7% | $7,448+85.0% | $6,401+115.3% |
| Admin fee / account holder | -$1,449 | $11,570-112.5% | $10,009-114.5% | $11,431-112.7% |