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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 | $270,895 | $160,059+69.2% | $140,019+93.5% | $135,382+100.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -7.47% | 911.44%-918.9pp | 651.15%-658.6pp | 519.77%-527.2pp |
| Employer contribution / active EE | $8,424 | $6,420+31.2% | $5,605+50.3% | $4,779+76.3% |
| Participant deferral / active EE | $15,090 | $7,641+97.5% | $6,927+117.9% | $5,609+169.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |