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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 | $364,265 | $160,059+127.6% | $140,019+160.2% | $135,379+169.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.23% | 911.44%-914.7pp | 651.15%-654.4pp | 519.79%-523.0pp |
| Employer contribution / active EE | $6,120 | $6,420-4.7% | $5,605+9.2% | $4,779+28.1% |
| Participant deferral / active EE | $14,880 | $7,641+94.7% | $6,927+114.8% | $5,609+165.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |