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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 | $486,862 | $138,068+252.6% | $125,358+288.4% | $134,493+262.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.49% | 750.30%-756.8pp | 572.03%-578.5pp | 418.01%-424.5pp |
| Employer contribution / active EE | $27,000 | $5,244+414.9% | $4,814+460.9% | $4,740+469.6% |
| Participant deferral / active EE | $27,796 | $7,799+256.4% | $7,447+273.3% | $6,400+334.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |