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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 | $310,939 | $160,059+94.3% | $140,019+122.1% | $135,379+129.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.07% | 911.44%-920.5pp | 651.15%-660.2pp | 519.79%-528.9pp |
| Employer contribution / active EE | $24,616 | $6,420+283.5% | $5,605+339.2% | $4,779+415.1% |
| Participant deferral / active EE | $24,500 | $7,641+220.6% | $6,927+253.7% | $5,609+336.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |