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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 | $304,192 | $92,743+228.0% | $82,744+267.6% | $134,532+126.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -14.37% | 946.63%-961.0pp | 702.22%-716.6pp | 418.27%-432.6pp |
| Employer contribution / active EE | $3,024 | $3,273-7.6% | $3,008+0.5% | $4,741-36.2% |
| Participant deferral / active EE | $9,866 | $4,802+105.5% | $4,395+124.5% | $6,401+54.1% |
| Admin fee / account holder | $6 | $5,977-99.9% | $5,325-99.9% | $11,429-99.9% |