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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 | $325,590 | $180,459+80.4% | $154,108+111.3% | $135,380+140.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.05% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $12,557 | $6,035+108.1% | $5,298+137.0% | $4,779+162.8% |
| Participant deferral / active EE | $8,433 | $5,806+45.2% | $5,081+66.0% | $5,609+50.4% |
| Admin fee / account holder | $45 | $16,145-99.7% | $13,411-99.7% | $10,828-99.6% |