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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 | $311,598 | $90,607+243.9% | $79,467+292.1% | $135,380+130.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.21% | 977.74%-977.5pp | 718.30%-718.1pp | 519.81%-519.6pp |
| Employer contribution / active EE | $9,744 | $3,068+217.6% | $2,800+248.0% | $4,779+103.9% |
| Participant deferral / active EE | $13,723 | $4,050+238.8% | $3,704+270.5% | $5,609+144.7% |
| Admin fee / account holder | $55 | $5,895-99.1% | $5,104-98.9% | $10,828-99.5% |