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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 | $448,336 | $138,102+224.6% | $125,381+257.6% | $134,532+233.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.61% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $20,230 | $5,245+285.7% | $4,815+320.1% | $4,741+326.7% |
| Participant deferral / active EE | $15,611 | $7,801+100.1% | $7,448+109.6% | $6,401+143.9% |
| Admin fee / account holder | $299 | $11,568-97.4% | $10,007-97.0% | $11,429-97.4% |