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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 | $301,930 | $138,114+118.6% | $125,391+140.8% | $134,545+124.4% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.2pp |
| Annual return | -18.04% | 750.88%-768.9pp | 572.41%-590.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $12,262 | $5,246+133.7% | $4,816+154.6% | $4,742+158.6% |
| Participant deferral / active EE | $12,245 | $7,801+57.0% | $7,448+64.4% | $6,401+91.3% |
| Admin fee / account holder | $3 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |