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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 | $302,244 | $138,114+118.8% | $125,391+141.0% | $134,545+124.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.06% | 750.88%-768.9pp | 572.41%-590.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $9,654 | $5,246+84.0% | $4,816+100.5% | $4,742+103.6% |
| Participant deferral / active EE | $6,515 | $7,801-16.5% | $7,448-12.5% | $6,401+1.8% |
| Admin fee / account holder | $281 | $11,570-97.6% | $10,009-97.2% | $11,431-97.5% |