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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 | $383,335 | $180,466+112.4% | $154,114+148.7% | $135,382+183.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.46% | 888.15%-893.6pp | 735.16%-740.6pp | 519.77%-525.2pp |
| Employer contribution / active EE | $20,879 | $6,035+245.9% | $5,298+294.1% | $4,779+336.9% |
| Participant deferral / active EE | $14,655 | $5,806+152.4% | $5,081+188.4% | $5,609+161.3% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |