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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 | $503,398 | $92,684+443.1% | $82,706+508.7% | $134,509+274.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.35% | 945.84%-957.2pp | 701.76%-713.1pp | 418.13%-429.5pp |
| Employer contribution / active EE | $13,422 | $3,272+310.2% | $3,007+346.3% | $4,741+183.1% |
| Participant deferral / active EE | $14,112 | $4,800+194.0% | $4,394+221.2% | $6,400+120.5% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |