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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 | $442,977 | $152,597+190.3% | $117,533+276.9% | $134,532+229.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.80% | 53.04%-65.8pp | 29.77%-42.6pp | 418.27%-431.1pp |
| Employer contribution / active EE | $28,840 | $5,576+417.2% | $4,179+590.1% | $4,741+508.3% |
| Participant deferral / active EE | $15,833 | $4,821+228.4% | $4,072+288.8% | $6,401+147.4% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |