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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 | $355,544 | $138,078+157.5% | $125,363+183.6% | $134,509+164.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.42% | 750.49%-763.9pp | 572.15%-585.6pp | 418.13%-431.6pp |
| Employer contribution / active EE | $7,174 | $5,245+36.8% | $4,815+49.0% | $4,741+51.3% |
| Participant deferral / active EE | $46,481 | $7,800+495.9% | $7,447+524.1% | $6,400+626.2% |
| Admin fee / account holder | $20 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |