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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 | $511,395 | $202,342+152.7% | $172,752+196.0% | $152,897+234.5% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.5%-1.2pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,537 | $5,858-73.8% | $5,144-70.1% | $4,764-67.7% |
| Participant deferral / active EE | $5,558 | $5,948-6.6% | $5,198+6.9% | $5,851-5.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |