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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 | $294,206 | $138,076+113.1% | $123,553+138.1% | $135,380+117.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.64% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $12,880 | $5,152+150.0% | $4,628+178.3% | $4,779+169.5% |
| Participant deferral / active EE | $5,524 | $6,800-18.8% | $6,426-14.0% | $5,609-1.5% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |