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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 | $372,694 | $190,879+95.3% | $160,009+132.9% | $134,532+177.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.66% | 552.63%-568.3pp | 408.85%-424.5pp | 418.27%-433.9pp |
| Employer contribution / active EE | $11,581 | $4,995+131.9% | $4,225+174.1% | $4,741+144.3% |
| Participant deferral / active EE | $11,769 | $6,924+70.0% | $6,183+90.3% | $6,401+83.9% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |