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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 | $626,507 | $138,102+353.7% | $125,381+399.7% | $134,532+365.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.26% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.5pp |
| Employer contribution / active EE | $12,601 | $5,245+140.2% | $4,815+161.7% | $4,741+165.8% |
| Participant deferral / active EE | $12,798 | $7,801+64.1% | $7,448+71.8% | $6,401+99.9% |
| Admin fee / account holder | $223 | $11,568-98.1% | $10,007-97.8% | $11,429-98.0% |