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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 | $260,600 | $129,959+100.5% | $104,301+149.9% | $134,509+93.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.35% | 42.04%-55.4pp | 24.61%-38.0pp | 418.13%-431.5pp |
| Employer contribution / active EE | $7,851 | $4,185+87.6% | $3,373+132.8% | $4,741+65.6% |
| Participant deferral / active EE | $23,750 | $5,589+324.9% | $4,626+413.4% | $6,400+271.1% |
| Admin fee / account holder | $162 | $9,325-98.3% | $7,340-97.8% | $11,427-98.6% |