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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 | $289,956 | $190,879+51.9% | $160,009+81.2% | $134,532+115.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.79% | 552.63%-567.4pp | 408.85%-423.6pp | 418.27%-433.1pp |
| Employer contribution / active EE | $4,533 | $4,995-9.3% | $4,225+7.3% | $4,741-4.4% |
| Participant deferral / active EE | $12,926 | $6,924+86.7% | $6,183+109.1% | $6,401+101.9% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |