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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 | $268,933 | $138,076+94.8% | $123,553+117.7% | $135,380+98.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.04% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $12,566 | $5,152+143.9% | $4,628+171.5% | $4,779+162.9% |
| Participant deferral / active EE | $2,288 | $6,800-66.3% | $6,426-64.4% | $5,609-59.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |