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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 | $438,993 | $138,072+217.9% | $123,549+255.3% | $135,382+224.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.34% | 153.69%-156.0pp | 119.20%-121.5pp | 519.77%-522.1pp |
| Employer contribution / active EE | $12,360 | $5,152+139.9% | $4,628+167.1% | $4,779+158.6% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |