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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 | $254,039 | $180,466+40.8% | $154,114+64.8% | $135,382+87.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.89% | 888.15%-892.0pp | 735.16%-739.1pp | 519.77%-523.7pp |
| Employer contribution / active EE | $6,828 | $6,035+13.1% | $5,298+28.9% | $4,779+42.9% |
| Participant deferral / active EE | $4,614 | $5,806-20.5% | $5,081-9.2% | $5,609-17.7% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |