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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 | $317,790 | $138,076+130.2% | $123,553+157.2% | $135,380+134.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.62% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,500 | $5,152-51.5% | $4,628-46.0% | $4,779-47.7% |
| Participant deferral / active EE | $12,956 | $6,800+90.5% | $6,426+101.6% | $5,609+131.0% |
| Admin fee / account holder | $50 | $10,917-99.5% | $9,284-99.5% | $10,828-99.5% |