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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 | $318,682 | $138,114+130.7% | $125,391+154.2% | $134,545+136.9% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -14.51% | 750.88%-765.4pp | 572.41%-586.9pp | 418.37%-432.9pp |
| Employer contribution / active EE | $8,493 | $5,246+61.9% | $4,816+76.4% | $4,742+79.1% |
| Participant deferral / active EE | $5,098 | $7,801-34.7% | $7,448-31.6% | $6,401-20.4% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |