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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 | $256,107 | $147,727+73.4% | $115,756+121.2% | $134,532+90.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -17.44% | 73.96%-91.4pp | 143.14%-160.6pp | 418.27%-435.7pp |
| Employer contribution / active EE | $3,364 | $4,713-28.6% | $3,793-11.3% | $4,741-29.1% |
| Participant deferral / active EE | $11,038 | $7,563+45.9% | $6,254+76.5% | $6,401+72.4% |
| Admin fee / account holder | $13 | $14,571-99.9% | $8,124-99.8% | $11,429-99.9% |