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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 | $262,656 | $138,072+90.2% | $123,549+112.6% | $135,382+94.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.24% | 153.69%-160.9pp | 119.20%-126.4pp | 519.77%-527.0pp |
| Employer contribution / active EE | $13,840 | $5,152+168.6% | $4,628+199.0% | $4,779+189.6% |
| Participant deferral / active EE | $8,024 | $6,799+18.0% | $6,426+24.9% | $5,609+43.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |