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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 | $311,867 | $160,059+94.8% | $140,019+122.7% | $135,380+130.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.73% | 911.48%-913.2pp | 651.17%-652.9pp | 519.81%-521.5pp |
| Employer contribution / active EE | $9,339 | $6,420+45.5% | $5,605+66.6% | $4,779+95.4% |
| Participant deferral / active EE | $18,679 | $7,641+144.5% | $6,927+169.7% | $5,609+233.0% |
| Admin fee / account holder | $24 | $13,328-99.8% | $10,705-99.8% | $10,828-99.8% |