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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 | $276,539 | $138,078+100.3% | $125,363+120.6% | $134,509+105.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.20% | 750.49%-765.7pp | 572.15%-587.4pp | 418.13%-433.3pp |
| Employer contribution / active EE | $5,000 | $5,245-4.7% | $4,815+3.8% | $4,741+5.5% |
| Participant deferral / active EE | $12,650 | $7,800+62.2% | $7,447+69.9% | $6,400+97.6% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |