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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 | $257,806 | $180,459+42.9% | $154,108+67.3% | $135,380+90.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.70% | 888.21%-889.9pp | 735.21%-736.9pp | 519.81%-521.5pp |
| Employer contribution / active EE | $3,638 | $6,035-39.7% | $5,298-31.3% | $4,779-23.9% |
| Participant deferral / active EE | $5,871 | $5,806+1.1% | $5,081+15.5% | $5,609+4.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |