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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 | $329,181 | $138,114+138.3% | $125,391+162.5% | $134,545+144.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.94% | 750.88%-770.8pp | 572.41%-592.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $20,779 | $5,246+296.1% | $4,816+331.5% | $4,742+338.2% |
| Participant deferral / active EE | $20,689 | $7,801+165.2% | $7,448+177.8% | $6,401+223.2% |
| Admin fee / account holder | $231 | $11,570-98.0% | $10,009-97.7% | $11,431-98.0% |