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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 | $345,990 | $106,549+224.7% | $91,225+279.3% | $134,509+157.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -5.86% | 160.73%-166.6pp | 114.10%-120.0pp | 418.13%-424.0pp |
| Employer contribution / active EE | $3,373 | $3,331+1.3% | $2,851+18.3% | $4,741-28.8% |
| Participant deferral / active EE | $13,305 | $4,719+181.9% | $4,234+214.2% | $6,400+107.9% |
| Admin fee / account holder | $8 | $6,234-99.9% | $5,422-99.8% | $11,427-99.9% |