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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 | $309,460 | $138,076+124.1% | $123,553+150.5% | $135,380+128.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.15% | 153.70%-159.9pp | 119.21%-125.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $14,167 | $5,152+175.0% | $4,628+206.1% | $4,779+196.4% |
| Participant deferral / active EE | $15,280 | $6,800+124.7% | $6,426+137.8% | $5,609+172.4% |
| Admin fee / account holder | $106 | $10,917-99.0% | $9,284-98.9% | $10,828-99.0% |