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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 | $322,144 | $99,668+223.2% | $86,451+272.6% | $134,545+139.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.69% | 6789.61%-6806.3pp | 4398.51%-4415.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $12,854 | $4,403+192.0% | $3,770+241.0% | $4,742+171.1% |
| Participant deferral / active EE | $11,411 | $7,249+57.4% | $6,953+64.1% | $6,401+78.3% |
| Admin fee / account holder | $105 | $8,377-98.7% | $6,734-98.4% | $11,431-99.1% |