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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 | $290,670 | $138,076+110.5% | $123,553+135.3% | $135,380+114.7% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.49% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $12,158 | $5,152+136.0% | $4,628+162.7% | $4,779+154.4% |
| Participant deferral / active EE | $13,001 | $6,800+91.2% | $6,426+102.3% | $5,609+131.8% |
| Admin fee / account holder | $48 | $10,917-99.6% | $9,284-99.5% | $10,828-99.6% |