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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 | $1,148,344 | $197,819+480.5% | $155,789+637.1% | $125,393+815.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.68% | 86.73%-86.0pp | 71.54%-70.9pp | 282.23%-281.6pp |
| Employer contribution / active EE | $24,222 | $4,850+399.4% | $3,839+531.0% | $4,866+397.8% |
| Participant deferral / active EE | $9,660 | $5,631+71.5% | $4,798+101.3% | $5,351+80.5% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |