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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 | $306,840 | $138,102+122.2% | $125,381+144.7% | $134,532+128.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.10% | 750.73%-755.8pp | 572.31%-577.4pp | 418.27%-423.4pp |
| Employer contribution / active EE | $6,323 | $5,245+20.5% | $4,815+31.3% | $4,741+33.4% |
| Participant deferral / active EE | $13,199 | $7,801+69.2% | $7,448+77.2% | $6,401+106.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |