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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 | $261,748 | $190,862+37.1% | $159,991+63.6% | $134,509+94.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.37% | 552.59%-572.0pp | 408.82%-428.2pp | 418.13%-437.5pp |
| Employer contribution / active EE | $7,771 | $4,995+55.6% | $4,225+83.9% | $4,741+63.9% |
| Participant deferral / active EE | $19,500 | $6,924+181.6% | $6,183+215.4% | $6,400+204.7% |
| Admin fee / account holder | $50 | $10,495-99.5% | $8,715-99.4% | $11,427-99.6% |