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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 | $288,162 | $138,076+108.7% | $123,553+133.2% | $135,380+112.9% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -7.56% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $12,353 | $5,152+139.8% | $4,628+166.9% | $4,779+158.5% |
| Participant deferral / active EE | $8,297 | $6,800+22.0% | $6,426+29.1% | $5,609+47.9% |
| Admin fee / account holder | $96 | $10,917-99.1% | $9,284-99.0% | $10,828-99.1% |