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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 | $405,980 | $73,518+452.2% | $63,003+544.4% | $147,585+175.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.82% | 175.46%-164.6pp | 87.59%-76.8pp | 578.56%-567.7pp |
| Employer contribution / active EE | $27,490 | $3,322+727.4% | $2,760+895.9% | $4,876+463.7% |
| Participant deferral / active EE | $15,000 | $4,183+258.6% | $3,329+350.6% | $5,439+175.8% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |