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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 | $263,490 | $160,059+64.6% | $140,019+88.2% | $135,382+94.6% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.5%+5.8pp | 82.6%+10.7pp |
| Annual return | -6.82% | 911.44%-918.3pp | 651.15%-658.0pp | 519.77%-526.6pp |
| Employer contribution / active EE | $30,481 | $6,420+374.8% | $5,605+443.8% | $4,779+537.8% |
| Participant deferral / active EE | $17,254 | $7,641+125.8% | $6,927+149.1% | $5,609+207.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |