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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 | $614,779 | $138,078+345.2% | $125,363+390.4% | $134,509+357.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.26% | 750.49%-769.7pp | 572.15%-591.4pp | 418.13%-437.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $34,310 | $7,800+339.9% | $7,447+360.7% | $6,400+436.1% |
| Admin fee / account holder | $100 | $11,566-99.1% | $10,005-99.0% | $11,427-99.1% |