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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 | $302,298 | $168,636+79.3% | $147,617+104.8% | $125,393+141.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.43% | 77.65%-81.1pp | 61.98%-65.4pp | 282.23%-285.7pp |
| Employer contribution / active EE | $10,854 | $6,252+73.6% | $5,565+95.1% | $4,866+123.0% |
| Participant deferral / active EE | $9,961 | $5,507+80.9% | $4,895+103.5% | $5,351+86.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |