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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 | $365,136 | $138,078+164.4% | $125,363+191.3% | $134,509+171.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.08% | 750.49%-768.6pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $13,385 | $5,245+155.2% | $4,815+178.0% | $4,741+182.3% |
| Participant deferral / active EE | $21,484 | $7,800+175.4% | $7,447+188.5% | $6,400+235.7% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |