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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 | $341,761 | $138,078+147.5% | $125,363+172.6% | $134,509+154.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.09% | 750.49%-769.6pp | 572.15%-591.2pp | 418.13%-437.2pp |
| Employer contribution / active EE | $5,244 | $5,2450% | $4,815+8.9% | $4,741+10.6% |
| Participant deferral / active EE | $13,030 | $7,800+67.1% | $7,447+75.0% | $6,400+103.6% |
| Admin fee / account holder | $251 | $11,566-97.8% | $10,005-97.5% | $11,427-97.8% |