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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 | $523,820 | $138,114+279.3% | $125,391+317.7% | $134,545+289.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.97% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $2,000 | $5,246-61.9% | $4,816-58.5% | $4,742-57.8% |
| Participant deferral / active EE | $8,834 | $7,801+13.2% | $7,448+18.6% | $6,401+38.0% |
| Admin fee / account holder | $40 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |