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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 | $256,819 | $97,761+162.7% | $83,850+206.3% | $135,382+89.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.31% | 1287.44%-1292.8pp | 850.92%-856.2pp | 519.77%-525.1pp |
| Employer contribution / active EE | $1,676 | $4,222-60.3% | $3,631-53.8% | $4,779-64.9% |
| Participant deferral / active EE | $14,320 | $4,682+205.8% | $4,082+250.8% | $5,609+155.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |