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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 | $372,819 | $197,819+88.5% | $155,789+139.3% | $125,389+197.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.33% | 86.73%-86.4pp | 71.54%-71.2pp | 282.24%-281.9pp |
| Employer contribution / active EE | $13,317 | $4,850+174.6% | $3,839+246.9% | $4,866+173.7% |
| Participant deferral / active EE | $12,750 | $5,631+126.4% | $4,798+165.7% | $5,352+138.2% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |