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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 | $259,205 | $97,732+165.2% | $83,831+209.2% | $135,380+91.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.93% | 1287.56%-1294.5pp | 850.99%-857.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $3,707 | $4,222-12.2% | $3,631+2.1% | $4,779-22.4% |
| Participant deferral / active EE | $9,113 | $4,683+94.6% | $4,082+123.3% | $5,609+62.5% |
| Admin fee / account holder | $128 | $6,675-98.1% | $5,479-97.7% | $10,828-98.8% |