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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 | $377,767 | $90,607+316.9% | $79,467+375.4% | $135,380+179.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.53% | 977.74%-986.3pp | 718.30%-726.8pp | 519.81%-528.3pp |
| Employer contribution / active EE | $25,445 | $3,068+729.4% | $2,800+808.7% | $4,779+432.4% |
| Participant deferral / active EE | $19,891 | $4,050+391.1% | $3,704+437.0% | $5,609+254.6% |
| Admin fee / account holder | $134 | $5,895-97.7% | $5,104-97.4% | $10,828-98.8% |