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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 | $286,873 | $138,102+107.7% | $125,381+128.8% | $134,532+113.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -11.48% | 750.73%-762.2pp | 572.31%-583.8pp | 418.27%-429.7pp |
| Employer contribution / active EE | $3,522 | $5,245-32.9% | $4,815-26.9% | $4,741-25.7% |
| Participant deferral / active EE | $7,043 | $7,801-9.7% | $7,448-5.4% | $6,401+10.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |