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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 | $255,303 | $138,072+84.9% | $123,549+106.6% | $135,382+88.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.26% | 153.69%-159.0pp | 119.20%-124.5pp | 519.77%-525.0pp |
| Employer contribution / active EE | $12,543 | $5,152+143.5% | $4,628+171.0% | $4,779+162.5% |
| Participant deferral / active EE | $10,818 | $6,799+59.1% | $6,426+68.4% | $5,609+92.9% |
| Admin fee / account holder | $40 | $10,917-99.6% | $9,284-99.6% | $10,829-99.6% |