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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 | $450,680 | $99,644+352.3% | $86,438+421.4% | $134,532+235.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.70% | 6787.26%-6799.0pp | 4397.19%-4408.9pp | 418.27%-430.0pp |
| Employer contribution / active EE | $11,133 | $4,402+152.9% | $3,769+195.3% | $4,741+134.8% |
| Participant deferral / active EE | $7,800 | $7,247+7.6% | $6,952+12.2% | $6,401+21.9% |
| Admin fee / account holder | $20 | $8,375-99.8% | $6,733-99.7% | $11,429-99.8% |