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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 | $348,876 | $180,459+93.3% | $154,108+126.4% | $135,380+157.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.57% | 888.21%-892.8pp | 735.21%-739.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $2,937 | $6,035-51.3% | $5,298-44.6% | $4,779-38.5% |
| Participant deferral / active EE | $15,075 | $5,806+159.6% | $5,081+196.7% | $5,609+168.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |