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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 | $838,717 | $138,078+507.4% | $125,363+569.0% | $134,509+523.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.66% | 750.49%-760.1pp | 572.15%-581.8pp | 418.13%-427.8pp |
| Employer contribution / active EE | $13,768 | $5,245+162.5% | $4,815+186.0% | $4,741+190.4% |
| Participant deferral / active EE | $20,500 | $7,800+162.8% | $7,447+175.3% | $6,400+220.3% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |