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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 | $336,906 | $138,114+143.9% | $125,391+168.7% | $134,545+150.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.36% | 750.88%-767.2pp | 572.41%-588.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $9,256 | $5,246+76.4% | $4,816+92.2% | $4,742+95.2% |
| Participant deferral / active EE | $9,085 | $7,801+16.5% | $7,448+22.0% | $6,401+41.9% |
| Admin fee / account holder | $118 | $11,570-99.0% | $10,009-98.8% | $11,431-99.0% |