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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 | $253,298 | $138,114+83.4% | $125,391+102.0% | $134,545+88.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.41% | 750.88%-766.3pp | 572.41%-587.8pp | 418.37%-433.8pp |
| Employer contribution / active EE | $5,529 | $5,246+5.4% | $4,816+14.8% | $4,742+16.6% |
| Participant deferral / active EE | $14,700 | $7,801+88.4% | $7,448+97.4% | $6,401+129.6% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |