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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 | $648,009 | $138,076+369.3% | $123,553+424.5% | $135,380+378.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.27% | 153.70%-157.0pp | 119.21%-122.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $12,177 | $5,152+136.4% | $4,628+163.1% | $4,779+154.8% |
| Participant deferral / active EE | $26,164 | $6,800+284.8% | $6,426+307.2% | $5,609+366.5% |
| Admin fee / account holder | $8 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |