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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 | $357,354 | $168,635+111.9% | $147,617+142.1% | $125,389+185.0% |
| Participation rate | 76.5% | 88.8%-12.3pp | 84.6%-8.2pp | 83.2%-6.7pp |
| Annual return | -3.19% | 77.65%-80.8pp | 61.98%-65.2pp | 282.24%-285.4pp |
| Employer contribution / active EE | $12,437 | $6,252+98.9% | $5,564+123.5% | $4,866+155.6% |
| Participant deferral / active EE | $15,153 | $5,507+175.2% | $4,895+209.5% | $5,352+183.1% |
| Admin fee / account holder | $87 | $13,580-99.4% | $11,612-99.2% | $9,541-99.1% |