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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 | $401,177 | $138,102+190.5% | $125,381+220.0% | $134,532+198.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.01% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $18,281 | $5,245+248.5% | $4,815+279.6% | $4,741+285.6% |
| Participant deferral / active EE | $12,850 | $7,801+64.7% | $7,448+72.5% | $6,401+100.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |