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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 | $348,886 | $180,459+93.3% | $154,108+126.4% | $135,380+157.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.86% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $8,613 | $6,035+42.7% | $5,298+62.6% | $4,779+80.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |