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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 | $1,008,782 | $99,644+912.4% | $86,438+1067.1% | $134,532+649.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.78% | 6787.26%-6792.0pp | 4397.19%-4402.0pp | 418.27%-423.0pp |
| Employer contribution / active EE | $16,356 | $4,402+271.6% | $3,769+333.9% | $4,741+245.0% |
| Participant deferral / active EE | $20,500 | $7,247+182.9% | $6,952+194.9% | $6,401+220.3% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |