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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 | $280,003 | $138,102+102.8% | $125,381+123.3% | $134,532+108.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.21% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,862 | $5,245-45.4% | $4,815-40.6% | $4,741-39.6% |
| Participant deferral / active EE | $13,593 | $7,801+74.3% | $7,448+82.5% | $6,401+112.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |