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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 | $448,640 | $138,076+224.9% | $123,553+263.1% | $135,380+231.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.31% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $28,379 | $5,152+450.8% | $4,628+513.2% | $4,779+493.8% |
| Participant deferral / active EE | $13,220 | $6,800+94.4% | $6,426+105.7% | $5,609+135.7% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |