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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 | $293,074 | $97,732+199.9% | $83,831+249.6% | $135,380+116.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.50% | 1287.56%-1293.1pp | 850.99%-856.5pp | 519.81%-525.3pp |
| Employer contribution / active EE | $3,128 | $4,222-25.9% | $3,631-13.9% | $4,779-34.5% |
| Participant deferral / active EE | $13,658 | $4,683+191.7% | $4,082+234.6% | $5,609+143.5% |
| Admin fee / account holder | $80 | $6,675-98.8% | $5,479-98.5% | $10,828-99.3% |