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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 | $258,655 | $138,076+87.3% | $123,553+109.3% | $135,380+91.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.39% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $5,033 | $5,152-2.3% | $4,628+8.8% | $4,779+5.3% |
| Participant deferral / active EE | $4,712 | $6,800-30.7% | $6,426-26.7% | $5,609-16.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |