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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 | $334,962 | $180,459+85.6% | $154,108+117.4% | $135,380+147.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.04% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $17,940 | $6,035+197.3% | $5,298+238.7% | $4,779+275.4% |
| Participant deferral / active EE | $10,558 | $5,806+81.8% | $5,081+107.8% | $5,609+88.2% |
| Admin fee / account holder | $211 | $16,145-98.7% | $13,411-98.4% | $10,828-98.0% |