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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 | $461,297 | $105,867+335.7% | $90,760+408.3% | $134,532+242.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.02% | -10.99%-9.0pp | -12.16%-7.9pp | 418.27%-438.3pp |
| Employer contribution / active EE | $15,576 | $3,464+349.7% | $2,922+433.1% | $4,741+228.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |