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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 | $285,109 | $138,114+106.4% | $125,391+127.4% | $134,545+111.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.77% | 750.88%-766.7pp | 572.41%-588.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $4,033 | $5,246-23.1% | $4,816-16.2% | $4,742-14.9% |
| Participant deferral / active EE | $15,125 | $7,801+93.9% | $7,448+103.1% | $6,401+136.3% |
| Admin fee / account holder | $222 | $11,570-98.1% | $10,009-97.8% | $11,431-98.1% |