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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 | $465,385 | $138,076+237.1% | $123,553+276.7% | $135,380+243.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.87% | 153.70%-157.6pp | 119.21%-123.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $3,986 | $5,152-22.6% | $4,628-13.9% | $4,779-16.6% |
| Participant deferral / active EE | $17,400 | $6,800+155.9% | $6,426+170.8% | $5,609+210.2% |
| Admin fee / account holder | $78 | $10,917-99.3% | $9,284-99.2% | $10,828-99.3% |