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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 | $978,246 | $140,578+595.9% | $100,671+871.7% | $125,389+680.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.35% | 24.67%-28.0pp | 20.43%-23.8pp | 282.24%-285.6pp |
| Employer contribution / active EE | $29,625 | $5,965+396.6% | $4,012+638.4% | $4,866+508.8% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |