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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 | $294,895 | $138,102+113.5% | $125,381+135.2% | $134,532+119.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.52% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $5,117 | $5,245-2.4% | $4,815+6.3% | $4,741+7.9% |
| Participant deferral / active EE | $13,075 | $7,801+67.6% | $7,448+75.6% | $6,401+104.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |