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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 | $265,847 | $138,102+92.5% | $125,381+112.0% | $134,532+97.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.37% | 750.73%-765.1pp | 572.31%-586.7pp | 418.27%-432.6pp |
| Employer contribution / active EE | $5,688 | $5,245+8.4% | $4,815+18.1% | $4,741+20.0% |
| Participant deferral / active EE | $13,875 | $7,801+77.9% | $7,448+86.3% | $6,401+116.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |