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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 | $351,368 | $180,459+94.7% | $154,108+128.0% | $135,380+159.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.85% | 888.21%-895.1pp | 735.21%-742.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $19,364 | $6,035+220.9% | $5,298+265.5% | $4,779+305.2% |
| Participant deferral / active EE | $11,886 | $5,806+104.7% | $5,081+134.0% | $5,609+111.9% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |