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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 | $288,514 | $97,732+195.2% | $83,831+244.2% | $135,380+113.1% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -4.64% | 1287.56%-1292.2pp | 850.99%-855.6pp | 519.81%-524.4pp |
| Employer contribution / active EE | $8,862 | $4,222+109.9% | $3,631+144.1% | $4,779+85.4% |
| Participant deferral / active EE | $9,913 | $4,683+111.7% | $4,082+142.8% | $5,609+76.7% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |