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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 | $295,634 | $160,059+84.7% | $140,019+111.1% | $135,382+118.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -0.30% | 911.44%-911.7pp | 651.15%-651.5pp | 519.77%-520.1pp |
| Employer contribution / active EE | $6,232 | $6,420-2.9% | $5,605+11.2% | $4,779+30.4% |
| Participant deferral / active EE | $11,205 | $7,641+46.6% | $6,927+61.8% | $5,609+99.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |