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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 | $292,202 | $135,639+115.4% | $110,241+165.1% | $135,382+115.8% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -6.54% | 513.21%-519.7pp | 314.75%-321.3pp | 519.77%-526.3pp |
| Employer contribution / active EE | $6,700 | $4,907+36.6% | $3,827+75.1% | $4,779+40.2% |
| Participant deferral / active EE | $14,177 | $5,507+157.5% | $4,672+203.4% | $5,609+152.8% |
| Admin fee / account holder | $209 | $11,457-98.2% | $8,548-97.6% | $10,829-98.1% |