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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 | $347,713 | $138,075+151.8% | $123,552+181.4% | $135,379+156.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -8.22% | 153.70%-161.9pp | 119.20%-127.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $3,933 | $5,152-23.7% | $4,628-15.0% | $4,779-17.7% |
| Participant deferral / active EE | $9,353 | $6,800+37.6% | $6,426+45.6% | $5,609+66.8% |
| Admin fee / account holder | $109 | $10,917-99.0% | $9,285-98.8% | $10,828-99.0% |