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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 | $254,260 | $197,819+28.5% | $155,789+63.2% | $125,389+102.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 76.1%+1.7pp | 83.2%-5.4pp |
| Annual return | -1.02% | 86.73%-87.8pp | 71.54%-72.6pp | 282.24%-283.3pp |
| Employer contribution / active EE | $13,428 | $4,850+176.8% | $3,839+249.8% | $4,866+175.9% |
| Participant deferral / active EE | $11,522 | $5,631+104.6% | $4,798+140.2% | $5,352+115.3% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |