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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 | $296,932 | $97,761+203.7% | $83,850+254.1% | $135,382+119.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -3.86% | 1287.44%-1291.3pp | 850.92%-854.8pp | 519.77%-523.6pp |
| Employer contribution / active EE | $29,696 | $4,222+603.4% | $3,631+717.9% | $4,779+521.4% |
| Participant deferral / active EE | $6,474 | $4,682+38.3% | $4,082+58.6% | $5,609+15.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |