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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 | $282,700 | $84,551+234.4% | $61,452+360.0% | $134,532+110.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -0.53% | 585.39%-585.9pp | 338.96%-339.5pp | 418.27%-418.8pp |
| Employer contribution / active EE | $1,200 | $1,545-22.3% | $1,160+3.5% | $4,741-74.7% |
| Participant deferral / active EE | $3,600 | $2,818+27.7% | $2,125+69.4% | $6,401-43.8% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |