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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 | $292,805 | $138,102+112.0% | $125,381+133.5% | $134,532+117.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.33% | 750.73%-770.1pp | 572.31%-591.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $4,631 | $5,245-11.7% | $4,815-3.8% | $4,741-2.3% |
| Participant deferral / active EE | $10,538 | $7,801+35.1% | $7,448+41.5% | $6,401+64.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |