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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 | $352,432 | $138,076+155.2% | $123,553+185.2% | $135,380+160.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.01% | 153.70%-154.7pp | 119.21%-120.2pp | 519.81%-520.8pp |
| Employer contribution / active EE | $6,167 | $5,152+19.7% | $4,628+33.2% | $4,779+29.0% |
| Participant deferral / active EE | $10,281 | $6,800+51.2% | $6,426+60.0% | $5,609+83.3% |
| Admin fee / account holder | $133 | $10,917-98.8% | $9,284-98.6% | $10,828-98.8% |