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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 | $286,045 | $180,462+58.5% | $154,111+85.6% | $135,379+111.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.31% | 888.17%-894.5pp | 735.18%-741.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $4,545 | $6,036-24.7% | $5,298-14.2% | $4,779-4.9% |
| Participant deferral / active EE | $15,803 | $5,806+172.2% | $5,081+211.0% | $5,609+181.8% |
| Admin fee / account holder | $35 | $16,145-99.8% | $13,411-99.7% | $10,828-99.7% |