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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 | $358,818 | $180,459+98.8% | $154,108+132.8% | $135,380+165.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.47% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $10,795 | $6,035+78.9% | $5,298+103.8% | $4,779+125.9% |
| Participant deferral / active EE | $20,351 | $5,806+250.5% | $5,081+300.6% | $5,609+262.8% |
| Admin fee / account holder | $114 | $16,145-99.3% | $13,411-99.2% | $10,828-99.0% |