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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 | $281,131 | $138,076+103.6% | $123,553+127.5% | $135,380+107.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.94% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,311 | $5,152-55.1% | $4,628-50.1% | $4,779-51.6% |
| Participant deferral / active EE | $7,105 | $6,800+4.5% | $6,426+10.6% | $5,609+26.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |