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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 | $386,103 | $138,076+179.6% | $123,553+212.5% | $135,380+185.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.45% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $4,021 | $5,152-22.0% | $4,628-13.1% | $4,779-15.9% |
| Participant deferral / active EE | $15,069 | $6,800+121.6% | $6,426+134.5% | $5,609+168.7% |
| Admin fee / account holder | $62 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |