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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 | $318,842 | $138,076+130.9% | $123,553+158.1% | $135,380+135.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.54% | 153.70%-158.2pp | 119.21%-123.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $17,819 | $5,152+245.9% | $4,628+285.0% | $4,779+272.9% |
| Participant deferral / active EE | $11,844 | $6,800+74.2% | $6,426+84.3% | $5,609+111.2% |
| Admin fee / account holder | $60 | $10,917-99.5% | $9,284-99.4% | $10,828-99.4% |