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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 | $280,734 | $138,114+103.3% | $125,391+123.9% | $134,545+108.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.67% | 750.88%-767.6pp | 572.41%-589.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $8,440 | $5,246+60.9% | $4,816+75.3% | $4,742+78.0% |
| Participant deferral / active EE | $9,724 | $7,801+24.7% | $7,448+30.6% | $6,401+51.9% |
| Admin fee / account holder | $129 | $11,570-98.9% | $10,009-98.7% | $11,431-98.9% |