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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 | $308,650 | $138,076+123.5% | $123,553+149.8% | $135,380+128.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.01% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $4,553 | $5,152-11.6% | $4,628-1.6% | $4,779-4.7% |
| Participant deferral / active EE | $13,143 | $6,800+93.3% | $6,426+104.5% | $5,609+134.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |