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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 | $615,270 | $138,076+345.6% | $123,553+398.0% | $135,380+354.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.95% | 153.70%-160.6pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $6,775 | $5,152+31.5% | $4,628+46.4% | $4,779+41.8% |
| Participant deferral / active EE | $21,500 | $6,800+216.2% | $6,426+234.6% | $5,609+283.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |