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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 | $304,649 | $97,732+211.7% | $83,831+263.4% | $135,380+125.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -0.31% | 1287.56%-1287.9pp | 850.99%-851.3pp | 519.81%-520.1pp |
| Employer contribution / active EE | $12,626 | $4,222+199.0% | $3,631+247.7% | $4,779+164.2% |
| Participant deferral / active EE | $5,014 | $4,683+7.1% | $4,082+22.8% | $5,609-10.6% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |