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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 | $275,266 | $97,732+181.7% | $83,831+228.4% | $135,380+103.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.10% | 1287.56%-1295.7pp | 850.99%-859.1pp | 519.81%-527.9pp |
| Employer contribution / active EE | $18,852 | $4,222+346.5% | $3,631+419.2% | $4,779+294.5% |
| Participant deferral / active EE | $14,985 | $4,683+220.0% | $4,082+267.1% | $5,609+167.2% |
| Admin fee / account holder | $20 | $6,675-99.7% | $5,479-99.6% | $10,828-99.8% |