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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 | $353,664 | $138,114+156.1% | $125,391+182.0% | $134,545+162.9% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -19.79% | 750.88%-770.7pp | 572.41%-592.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $5,285 | $5,246+0.7% | $4,816+9.7% | $4,742+11.5% |
| Participant deferral / active EE | $9,139 | $7,801+17.2% | $7,448+22.7% | $6,401+42.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |