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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 | $405,222 | $168,636+140.3% | $147,618+174.5% | $125,388+223.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.26% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $15,970 | $6,252+155.4% | $5,565+187.0% | $4,866+228.2% |
| Participant deferral / active EE | $16,400 | $5,507+197.8% | $4,895+235.0% | $5,352+206.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |