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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 | $389,815 | $138,114+182.2% | $125,391+210.9% | $134,545+189.7% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -8.67% | 750.88%-759.6pp | 572.41%-581.1pp | 418.37%-427.0pp |
| Employer contribution / active EE | $12,653 | $5,246+141.2% | $4,816+162.7% | $4,742+166.9% |
| Participant deferral / active EE | $12,727 | $7,801+63.1% | $7,448+70.9% | $6,401+98.8% |
| Admin fee / account holder | $223 | $11,570-98.1% | $10,009-97.8% | $11,431-98.1% |