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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 | $1,148,863 | $138,114+731.8% | $125,391+816.2% | $134,545+753.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.88% | 750.88%-766.8pp | 572.41%-588.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $22,904 | $5,246+336.6% | $4,816+375.6% | $4,742+383.0% |
| Participant deferral / active EE | $14,385 | $7,801+84.4% | $7,448+93.1% | $6,401+124.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |