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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 | $496,082 | $138,102+259.2% | $125,381+295.7% | $134,532+268.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.08% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.3pp |
| Employer contribution / active EE | $15,162 | $5,245+189.0% | $4,815+214.9% | $4,741+219.8% |
| Participant deferral / active EE | $11,329 | $7,801+45.2% | $7,448+52.1% | $6,401+77.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |