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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 | $298,269 | $135,645+119.9% | $110,243+170.6% | $135,380+120.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.79% | 513.24%-519.0pp | 314.76%-320.6pp | 519.81%-525.6pp |
| Employer contribution / active EE | $4,213 | $4,907-14.1% | $3,827+10.1% | $4,779-11.8% |
| Participant deferral / active EE | $7,320 | $5,507+32.9% | $4,672+56.7% | $5,609+30.5% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |