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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 | $447,518 | $97,732+357.9% | $83,831+433.8% | $135,380+230.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.42% | 1287.56%-1293.0pp | 850.99%-856.4pp | 519.81%-525.2pp |
| Employer contribution / active EE | $13,888 | $4,222+228.9% | $3,631+282.5% | $4,779+190.6% |
| Participant deferral / active EE | $17,581 | $4,683+275.4% | $4,082+330.7% | $5,609+213.4% |
| Admin fee / account holder | $17 | $6,675-99.8% | $5,479-99.7% | $10,828-99.8% |