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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 | $277,932 | $138,102+101.3% | $125,381+121.7% | $134,532+106.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.42% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $22,910 | $5,245+336.8% | $4,815+375.8% | $4,741+383.2% |
| Participant deferral / active EE | $15,016 | $7,801+92.5% | $7,448+101.6% | $6,401+134.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |