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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 | $453,639 | $180,462+151.4% | $154,111+194.4% | $135,379+235.1% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -6.69% | 888.17%-894.9pp | 735.18%-741.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $21,250 | $6,036+252.1% | $5,298+301.1% | $4,779+344.7% |
| Participant deferral / active EE | $10,968 | $5,806+88.9% | $5,081+115.9% | $5,609+95.5% |
| Admin fee / account holder | $190 | $16,145-98.8% | $13,411-98.6% | $10,828-98.2% |