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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 | $358,050 | $138,075+159.3% | $123,552+189.8% | $135,379+164.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.43% | 153.70%-160.1pp | 119.20%-125.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $18,278 | $5,152+254.8% | $4,628+294.9% | $4,779+282.5% |
| Participant deferral / active EE | $14,726 | $6,800+116.6% | $6,426+129.2% | $5,609+162.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |