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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 | $391,228 | $92,743+321.8% | $82,744+372.8% | $134,532+190.8% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -17.69% | 946.63%-964.3pp | 702.22%-719.9pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,085 | $3,273-36.3% | $3,008-30.7% | $4,741-56.0% |
| Participant deferral / active EE | $9,270 | $4,802+93.1% | $4,395+110.9% | $6,401+44.8% |
| Admin fee / account holder | $11 | $5,977-99.8% | $5,325-99.8% | $11,429-99.9% |