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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 | $1,091,355 | $167,362+552.1% | $143,799+658.9% | $134,532+711.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.27% | 0.47%-15.7pp | -0.04%-15.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $32,500 | $5,620+478.2% | $4,952+556.3% | $4,741+585.5% |
| Participant deferral / active EE | $17,250 | $6,447+167.5% | $5,638+205.9% | $6,401+169.5% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |