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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 | $398,235 | $138,114+188.3% | $125,391+217.6% | $134,545+196.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.44% | 750.88%-767.3pp | 572.41%-588.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $7,611 | $5,246+45.1% | $4,816+58.0% | $4,742+60.5% |
| Participant deferral / active EE | $24,833 | $7,801+218.3% | $7,448+233.4% | $6,401+287.9% |
| Admin fee / account holder | $133 | $11,570-98.8% | $10,009-98.7% | $11,431-98.8% |