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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 | $509,212 | $138,075+268.8% | $123,552+312.1% | $135,379+276.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.49% | 153.70%-159.2pp | 119.20%-124.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $8,391 | $5,152+62.9% | $4,628+81.3% | $4,779+75.6% |
| Participant deferral / active EE | $12,818 | $6,800+88.5% | $6,426+99.5% | $5,609+128.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |