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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 | $326,451 | $180,462+80.9% | $154,111+111.8% | $135,379+141.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.49% | 888.17%-892.7pp | 735.18%-739.7pp | 519.79%-524.3pp |
| Employer contribution / active EE | $19,807 | $6,036+228.2% | $5,298+273.9% | $4,779+314.5% |
| Participant deferral / active EE | $14,582 | $5,806+151.1% | $5,081+187.0% | $5,609+160.0% |
| Admin fee / account holder | $109 | $16,145-99.3% | $13,411-99.2% | $10,828-99.0% |