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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 | $295,442 | $138,072+114.0% | $123,549+139.1% | $135,382+118.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.96% | 153.69%-157.7pp | 119.20%-123.2pp | 519.77%-523.7pp |
| Employer contribution / active EE | $2,977 | $5,152-42.2% | $4,628-35.7% | $4,779-37.7% |
| Participant deferral / active EE | $23,976 | $6,799+252.6% | $6,426+273.1% | $5,609+327.5% |
| Admin fee / account holder | -$174 | $10,917-101.6% | $9,284-101.9% | $10,829-101.6% |