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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 | $303,875 | $180,466+68.4% | $154,114+97.2% | $135,382+124.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.14% | 888.15%-893.3pp | 735.16%-740.3pp | 519.77%-524.9pp |
| Employer contribution / active EE | $7,065 | $6,035+17.1% | $5,298+33.4% | $4,779+47.8% |
| Participant deferral / active EE | $7,094 | $5,806+22.2% | $5,081+39.6% | $5,609+26.5% |
| Admin fee / account holder | $21 | $16,144-99.9% | $13,411-99.8% | $10,829-99.8% |