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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 | $393,859 | $135,645+190.4% | $110,243+257.3% | $135,379+190.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.33% | 513.24%-520.6pp | 314.76%-322.1pp | 519.79%-527.1pp |
| Employer contribution / active EE | $4,417 | $4,907-10.0% | $3,827+15.4% | $4,779-7.6% |
| Participant deferral / active EE | $14,183 | $5,507+157.5% | $4,672+203.6% | $5,609+152.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |