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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 | $316,555 | $190,879+65.8% | $160,009+97.8% | $134,532+135.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.88% | 552.63%-563.5pp | 408.85%-419.7pp | 418.27%-429.1pp |
| Employer contribution / active EE | $23,176 | $4,995+364.0% | $4,225+448.5% | $4,741+388.8% |
| Participant deferral / active EE | $27,000 | $6,924+289.9% | $6,183+336.7% | $6,401+321.8% |
| Admin fee / account holder | $58 | $10,495-99.4% | $8,715-99.3% | $11,429-99.5% |