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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 | $596,434 | $99,644+498.6% | $86,438+590.0% | $134,532+343.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.43% | 6787.26%-6796.7pp | 4397.19%-4406.6pp | 418.27%-427.7pp |
| Employer contribution / active EE | $37,500 | $4,402+751.9% | $3,769+894.8% | $4,741+691.0% |
| Participant deferral / active EE | $27,000 | $7,247+272.5% | $6,952+288.4% | $6,401+321.8% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |