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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 | $312,238 | $138,114+126.1% | $125,391+149.0% | $134,545+132.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.46% | 750.88%-769.3pp | 572.41%-590.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $21,538 | $5,246+310.6% | $4,816+347.2% | $4,742+354.2% |
| Participant deferral / active EE | $15,844 | $7,801+103.1% | $7,448+112.7% | $6,401+147.5% |
| Admin fee / account holder | $105 | $11,570-99.1% | $10,009-98.9% | $11,431-99.1% |