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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 | $260,723 | $138,076+88.8% | $123,553+111.0% | $135,380+92.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.77% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $6,502 | $5,152+26.2% | $4,628+40.5% | $4,779+36.1% |
| Participant deferral / active EE | $8,059 | $6,800+18.5% | $6,426+25.4% | $5,609+43.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |