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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 | $268,918 | $180,459+49.0% | $154,108+74.5% | $135,380+98.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.65% | 888.21%-895.9pp | 735.21%-742.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $8,884 | $6,035+47.2% | $5,298+67.7% | $4,779+85.9% |
| Participant deferral / active EE | $11,805 | $5,806+103.3% | $5,081+132.4% | $5,609+110.5% |
| Admin fee / account holder | $82 | $16,145-99.5% | $13,411-99.4% | $10,828-99.2% |