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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 | $453,904 | $92,684+389.7% | $82,706+448.8% | $134,509+237.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.03% | 945.84%-961.9pp | 701.76%-717.8pp | 418.13%-434.2pp |
| Employer contribution / active EE | $4,184 | $3,272+27.9% | $3,007+39.1% | $4,741-11.7% |
| Participant deferral / active EE | $23,362 | $4,800+386.7% | $4,394+431.7% | $6,400+265.0% |
| Admin fee / account holder | $60 | $5,982-99.0% | $5,329-98.9% | $11,427-99.5% |