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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 | $262,153 | $180,459+45.3% | $154,108+70.1% | $135,380+93.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.09% | 888.21%-894.3pp | 735.21%-741.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $6,000 | $6,035-0.6% | $5,298+13.3% | $4,779+25.6% |
| Participant deferral / active EE | $11,155 | $5,806+92.1% | $5,081+119.6% | $5,609+98.9% |
| Admin fee / account holder | $4 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |