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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 | $650,753 | $138,078+371.3% | $125,363+419.1% | $134,509+383.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.58% | 750.49%-770.1pp | 572.15%-591.7pp | 418.13%-437.7pp |
| Employer contribution / active EE | $4,246 | $5,245-19.0% | $4,815-11.8% | $4,741-10.4% |
| Participant deferral / active EE | $27,000 | $7,800+246.2% | $7,447+262.6% | $6,400+321.9% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |