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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 | $275,495 | $138,068+99.5% | $125,358+119.8% | $134,493+104.8% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -12.30% | 750.30%-762.6pp | 572.03%-584.3pp | 418.01%-430.3pp |
| Employer contribution / active EE | $3,192 | $5,244-39.1% | $4,814-33.7% | $4,740-32.7% |
| Participant deferral / active EE | $11,473 | $7,799+47.1% | $7,447+54.1% | $6,400+79.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |