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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 | $443,057 | $138,114+220.8% | $125,391+253.3% | $134,545+229.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.68% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $2,048 | $5,246-61.0% | $4,816-57.5% | $4,742-56.8% |
| Participant deferral / active EE | $4,375 | $7,801-43.9% | $7,448-41.3% | $6,401-31.7% |
| Admin fee / account holder | $21 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |