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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 | $273,317 | $138,076+97.9% | $123,553+121.2% | $135,380+101.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.96% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $13,915 | $5,152+170.1% | $4,628+200.7% | $4,779+191.2% |
| Participant deferral / active EE | $9,705 | $6,800+42.7% | $6,426+51.0% | $5,609+73.0% |
| Admin fee / account holder | $26 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |