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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 | $273,952 | $138,075+98.4% | $123,552+121.7% | $135,379+102.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.95% | 153.70%-160.6pp | 119.20%-126.2pp | 519.79%-526.7pp |
| Employer contribution / active EE | $26,627 | $5,152+416.9% | $4,628+475.3% | $4,779+457.2% |
| Participant deferral / active EE | $14,042 | $6,800+106.5% | $6,426+118.5% | $5,609+150.4% |
| Admin fee / account holder | $13 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |