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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 | $381,146 | $160,059+138.1% | $140,019+172.2% | $135,382+181.5% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -6.63% | 911.44%-918.1pp | 651.15%-657.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $18,842 | $6,420+193.5% | $5,605+236.1% | $4,779+294.3% |
| Participant deferral / active EE | $5,956 | $7,641-22.1% | $6,927-14.0% | $5,609+6.2% |
| Admin fee / account holder | $18 | $13,328-99.9% | $10,705-99.8% | $10,829-99.8% |