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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 | $329,333 | $147,727+122.9% | $115,756+184.5% | $134,545+144.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -16.89% | 73.96%-90.9pp | 143.14%-160.0pp | 418.37%-435.3pp |
| Employer contribution / active EE | $13,600 | $4,713+188.6% | $3,793+258.6% | $4,742+186.8% |
| Participant deferral / active EE | $8,843 | $7,563+16.9% | $6,254+41.4% | $6,401+38.1% |
| Admin fee / account holder | $8 | $14,571-99.9% | $8,124-99.9% | $11,431-99.9% |