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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 | $359,899 | $138,072+160.7% | $123,549+191.3% | $135,382+165.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.97% | 153.69%-160.7pp | 119.20%-126.2pp | 519.77%-526.7pp |
| Employer contribution / active EE | $10,911 | $5,152+111.8% | $4,628+135.8% | $4,779+128.3% |
| Participant deferral / active EE | $9,958 | $6,799+46.4% | $6,426+55.0% | $5,609+77.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |