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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 | $570,266 | $138,072+313.0% | $123,549+361.6% | $135,382+321.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.14% | 153.69%-161.8pp | 119.20%-127.3pp | 519.77%-527.9pp |
| Employer contribution / active EE | $30,727 | $5,152+496.4% | $4,628+563.9% | $4,779+543.0% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |