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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 | $923,814 | $138,078+569.1% | $125,363+636.9% | $134,509+586.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.64% | 750.49%-757.1pp | 572.15%-578.8pp | 418.13%-424.8pp |
| Employer contribution / active EE | $20,358 | $5,245+288.2% | $4,815+322.8% | $4,741+329.4% |
| Participant deferral / active EE | $3,567 | $7,800-54.3% | $7,447-52.1% | $6,400-44.3% |
| Admin fee / account holder | $244 | $11,566-97.9% | $10,005-97.6% | $11,427-97.9% |