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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 | $304,074 | $168,635+80.3% | $147,617+106.0% | $125,389+142.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.14% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.4pp |
| Employer contribution / active EE | $16,001 | $6,252+155.9% | $5,564+187.6% | $4,866+228.8% |
| Participant deferral / active EE | $8,374 | $5,507+52.1% | $4,895+71.1% | $5,352+56.5% |
| Admin fee / account holder | $6 | $13,580-100.0% | $11,612-100.0% | $9,541-99.9% |