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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 | $602,914 | $138,076+336.7% | $123,553+388.0% | $135,380+345.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.64% | 153.70%-157.3pp | 119.21%-122.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $11,263 | $5,152+118.6% | $4,628+143.4% | $4,779+135.7% |
| Participant deferral / active EE | $12,684 | $6,800+86.5% | $6,426+97.4% | $5,609+126.1% |
| Admin fee / account holder | $6 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |