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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 | $1,855,354 | $138,102+1243.5% | $125,381+1379.8% | $134,532+1279.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.70% | 750.73%-763.4pp | 572.31%-585.0pp | 418.27%-431.0pp |
| Employer contribution / active EE | $1,584 | $5,245-69.8% | $4,815-67.1% | $4,741-66.6% |
| Participant deferral / active EE | $8,833 | $7,801+13.2% | $7,448+18.6% | $6,401+38.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |