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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 | $333,674 | $138,076+141.7% | $123,553+170.1% | $135,380+146.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.39% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $5,258 | $5,152+2.1% | $4,628+13.6% | $4,779+10.0% |
| Participant deferral / active EE | $8,011 | $6,800+17.8% | $6,426+24.7% | $5,609+42.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |