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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 | $394,503 | $97,761+303.5% | $83,850+370.5% | $135,382+191.4% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -4.38% | 1287.44%-1291.8pp | 850.92%-855.3pp | 519.77%-524.1pp |
| Employer contribution / active EE | $3,137 | $4,222-25.7% | $3,631-13.6% | $4,779-34.4% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $53 | $6,674-99.2% | $5,478-99.0% | $10,829-99.5% |