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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 | $835,124 | $138,076+504.8% | $123,553+575.9% | $135,380+516.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.75% | 153.70%-155.4pp | 119.21%-121.0pp | 519.81%-521.6pp |
| Employer contribution / active EE | $7,183 | $5,152+39.4% | $4,628+55.2% | $4,779+50.3% |
| Participant deferral / active EE | $11,538 | $6,800+69.7% | $6,426+79.6% | $5,609+105.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |