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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 | $431,839 | $138,114+212.7% | $125,391+244.4% | $134,545+221.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.17% | 750.88%-764.1pp | 572.41%-585.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $25,726 | $5,246+390.4% | $4,816+434.2% | $4,742+442.6% |
| Participant deferral / active EE | $6,776 | $7,801-13.1% | $7,448-9.0% | $6,401+5.9% |
| Admin fee / account holder | $228 | $11,570-98.0% | $10,009-97.7% | $11,431-98.0% |