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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 | $474,072 | $97,761+384.9% | $83,850+465.4% | $135,382+250.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.44% | 1287.44%-1292.9pp | 850.92%-856.4pp | 519.77%-525.2pp |
| Employer contribution / active EE | $2,103 | $4,222-50.2% | $3,631-42.1% | $4,779-56.0% |
| Participant deferral / active EE | $5,260 | $4,682+12.3% | $4,082+28.9% | $5,609-6.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |