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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 | $365,156 | $135,645+169.2% | $110,243+231.2% | $135,379+169.7% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -4.30% | 513.24%-517.5pp | 314.76%-319.1pp | 519.79%-524.1pp |
| Employer contribution / active EE | $4,179 | $4,907-14.8% | $3,827+9.2% | $4,779-12.6% |
| Participant deferral / active EE | $8,357 | $5,507+51.8% | $4,672+78.9% | $5,609+49.0% |
| Admin fee / account holder | $34 | $11,458-99.7% | $8,548-99.6% | $10,828-99.7% |