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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 | $292,883 | $138,102+112.1% | $125,381+133.6% | $134,532+117.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.43% | 750.73%-756.2pp | 572.31%-577.7pp | 418.27%-423.7pp |
| Employer contribution / active EE | $6,128 | $5,245+16.8% | $4,815+27.3% | $4,741+29.2% |
| Participant deferral / active EE | $16,658 | $7,801+113.5% | $7,448+123.7% | $6,401+160.2% |
| Admin fee / account holder | $5 | $11,568-100.0% | $10,007-99.9% | $11,429-100.0% |