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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 | $328,701 | $138,075+138.1% | $123,552+166.0% | $135,379+142.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.58% | 153.70%-157.3pp | 119.20%-122.8pp | 519.79%-523.4pp |
| Employer contribution / active EE | $12,659 | $5,152+145.7% | $4,628+173.5% | $4,779+164.9% |
| Participant deferral / active EE | $10,333 | $6,800+52.0% | $6,426+60.8% | $5,609+84.2% |
| Admin fee / account holder | $120 | $10,917-98.9% | $9,285-98.7% | $10,828-98.9% |