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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 | $389,670 | $138,078+182.2% | $125,363+210.8% | $134,509+189.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.49% | 750.49%-768.0pp | 572.15%-589.6pp | 418.13%-435.6pp |
| Employer contribution / active EE | $34,553 | $5,245+558.8% | $4,815+617.7% | $4,741+628.9% |
| Participant deferral / active EE | $19,500 | $7,800+150.0% | $7,447+161.8% | $6,400+204.7% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |