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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 | $291,185 | $147,727+97.1% | $115,756+151.6% | $134,532+116.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.1%-2.1pp | 81.2%-6.2pp |
| Annual return | -15.22% | 73.96%-89.2pp | 143.14%-158.4pp | 418.27%-433.5pp |
| Employer contribution / active EE | $11,041 | $4,713+134.3% | $3,793+191.1% | $4,741+132.9% |
| Participant deferral / active EE | $7,445 | $7,563-1.6% | $6,254+19.0% | $6,401+16.3% |
| Admin fee / account holder | $150 | $14,571-99.0% | $8,124-98.2% | $11,429-98.7% |