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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 | $300,690 | $138,076+117.8% | $123,553+143.4% | $135,380+122.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.23% | 153.70%-157.9pp | 119.21%-123.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $11,682 | $5,152+126.8% | $4,628+152.4% | $4,779+144.4% |
| Participant deferral / active EE | $7,147 | $6,800+5.1% | $6,426+11.2% | $5,609+27.4% |
| Admin fee / account holder | $18 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |