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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 | $260,755 | $160,059+62.9% | $140,019+86.2% | $135,380+92.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.74% | 911.48%-915.2pp | 651.17%-654.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $9,934 | $6,420+54.7% | $5,605+77.2% | $4,779+107.9% |
| Participant deferral / active EE | $6,125 | $7,641-19.8% | $6,927-11.6% | $5,609+9.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |