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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 | $1,056,586 | $99,644+960.4% | $86,438+1122.4% | $134,532+685.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.95% | 6787.26%-6800.2pp | 4397.19%-4410.1pp | 418.27%-431.2pp |
| Employer contribution / active EE | $2,792 | $4,402-36.6% | $3,769-25.9% | $4,741-41.1% |
| Participant deferral / active EE | $5,013 | $7,247-30.8% | $6,952-27.9% | $6,401-21.7% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |