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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 | $341,455 | $160,059+113.3% | $140,019+143.9% | $135,379+152.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.23% | 911.44%-918.7pp | 651.15%-658.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $11,341 | $6,420+76.7% | $5,605+102.3% | $4,779+137.3% |
| Participant deferral / active EE | $12,820 | $7,641+67.8% | $6,927+85.1% | $5,609+128.6% |
| Admin fee / account holder | $4 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |