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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 | $272,405 | $135,645+100.8% | $110,243+147.1% | $135,380+101.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.30% | 513.24%-517.5pp | 314.76%-319.1pp | 519.81%-524.1pp |
| Employer contribution / active EE | $4,500 | $4,907-8.3% | $3,827+17.6% | $4,779-5.8% |
| Participant deferral / active EE | $11,000 | $5,507+99.7% | $4,672+135.4% | $5,609+96.1% |
| Admin fee / account holder | $8 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |