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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 | $378,324 | $138,076+174.0% | $123,553+206.2% | $135,380+179.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.24% | 153.70%-153.5pp | 119.21%-119.0pp | 519.81%-519.6pp |
| Employer contribution / active EE | $7,300 | $5,152+41.7% | $4,628+57.7% | $4,779+52.8% |
| Participant deferral / active EE | $9,800 | $6,800+44.1% | $6,426+52.5% | $5,609+74.7% |
| Admin fee / account holder | $4 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |