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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 | $446,338 | $138,072+223.3% | $123,549+261.3% | $135,382+229.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.88% | 153.69%-159.6pp | 119.20%-125.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $10,119 | $5,152+96.4% | $4,628+118.6% | $4,779+111.7% |
| Participant deferral / active EE | $7,468 | $6,799+9.8% | $6,426+16.2% | $5,609+33.1% |
| Admin fee / account holder | $22 | $10,917-99.8% | $9,284-99.8% | $10,829-99.8% |