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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 | $311,918 | $138,114+125.8% | $125,391+148.8% | $134,545+131.8% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -17.39% | 750.88%-768.3pp | 572.41%-589.8pp | 418.37%-435.8pp |
| Employer contribution / active EE | $8,705 | $5,246+65.9% | $4,816+80.8% | $4,742+83.6% |
| Participant deferral / active EE | $6,810 | $7,801-12.7% | $7,448-8.6% | $6,401+6.4% |
| Admin fee / account holder | $9 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |