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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 | $576,110 | $138,114+317.1% | $125,391+359.5% | $134,545+328.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.53% | 750.88%-761.4pp | 572.41%-582.9pp | 418.37%-428.9pp |
| Employer contribution / active EE | $3,445 | $5,246-34.3% | $4,816-28.5% | $4,742-27.3% |
| Participant deferral / active EE | $13,747 | $7,801+76.2% | $7,448+84.6% | $6,401+114.8% |
| Admin fee / account holder | $5 | $11,570-100.0% | $10,009-99.9% | $11,431-100.0% |