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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 | $272,167 | $168,635+61.4% | $147,617+84.4% | $125,389+117.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.59% | 77.65%-79.2pp | 61.98%-63.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $11,887 | $6,252+90.1% | $5,564+113.6% | $4,866+144.3% |
| Participant deferral / active EE | $9,484 | $5,507+72.2% | $4,895+93.7% | $5,352+77.2% |
| Admin fee / account holder | $8 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |