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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 | $1,409,569 | $138,114+920.6% | $125,391+1024.1% | $134,545+947.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.02% | 750.88%-762.9pp | 572.41%-584.4pp | 418.37%-430.4pp |
| Employer contribution / active EE | $29,752 | $5,246+467.1% | $4,816+517.8% | $4,742+527.5% |
| Participant deferral / active EE | $23,212 | $7,801+197.6% | $7,448+211.6% | $6,401+262.6% |
| Admin fee / account holder | $97 | $11,570-99.2% | $10,009-99.0% | $11,431-99.2% |