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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 | $454,037 | $138,078+228.8% | $125,363+262.2% | $134,509+237.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.97% | 750.49%-770.5pp | 572.15%-592.1pp | 418.13%-438.1pp |
| Employer contribution / active EE | $9,551 | $5,245+82.1% | $4,815+98.4% | $4,741+101.5% |
| Participant deferral / active EE | $13,956 | $7,800+78.9% | $7,447+87.4% | $6,400+118.0% |
| Admin fee / account holder | $250 | $11,566-97.8% | $10,005-97.5% | $11,427-97.8% |