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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 | $347,334 | $138,078+151.5% | $125,363+177.1% | $134,509+158.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -9.81% | 750.49%-760.3pp | 572.15%-582.0pp | 418.13%-427.9pp |
| Employer contribution / active EE | $1,882 | $5,245-64.1% | $4,815-60.9% | $4,741-60.3% |
| Participant deferral / active EE | $15,953 | $7,800+104.5% | $7,447+114.2% | $6,400+149.2% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |