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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 | $371,414 | $138,076+169.0% | $123,553+200.6% | $135,380+174.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.81% | 153.70%-156.5pp | 119.21%-122.0pp | 519.81%-522.6pp |
| Employer contribution / active EE | $1,815 | $5,152-64.8% | $4,628-60.8% | $4,779-62.0% |
| Participant deferral / active EE | $10,899 | $6,800+60.3% | $6,426+69.6% | $5,609+94.3% |
| Admin fee / account holder | $46 | $10,917-99.6% | $9,284-99.5% | $10,828-99.6% |