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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 | $772,782 | $190,916+304.8% | $160,037+382.9% | $134,545+474.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.48% | 552.79%-568.3pp | 408.95%-424.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $49,222 | $4,996+885.3% | $4,226+1064.8% | $4,742+938.1% |
| Participant deferral / active EE | $20,283 | $6,925+192.9% | $6,184+228.0% | $6,401+216.9% |
| Admin fee / account holder | $21 | $10,497-99.8% | $8,716-99.8% | $11,431-99.8% |