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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 | $301,871 | $138,075+118.6% | $123,552+144.3% | $135,379+123.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.39% | 153.70%-160.1pp | 119.20%-125.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $10,340 | $5,152+100.7% | $4,628+123.4% | $4,779+116.4% |
| Participant deferral / active EE | $16,263 | $6,800+139.2% | $6,426+153.1% | $5,609+189.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |