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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 | $341,748 | $138,075+147.5% | $123,552+176.6% | $135,379+152.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.14% | 153.70%-158.8pp | 119.20%-124.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $3,365 | $5,152-34.7% | $4,628-27.3% | $4,779-29.6% |
| Participant deferral / active EE | $8,319 | $6,800+22.3% | $6,426+29.5% | $5,609+48.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |