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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 | $762,645 | $190,916+299.5% | $160,037+376.5% | $134,545+466.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.74% | 552.79%-563.5pp | 408.95%-419.7pp | 418.37%-429.1pp |
| Employer contribution / active EE | $11,719 | $4,996+134.6% | $4,226+177.3% | $4,742+147.1% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $156 | $10,497-98.5% | $8,716-98.2% | $11,431-98.6% |