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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 | $354,808 | $138,114+156.9% | $125,391+183.0% | $134,545+163.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.96% | 750.88%-767.8pp | 572.41%-589.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $9,133 | $5,246+74.1% | $4,816+89.7% | $4,742+92.6% |
| Participant deferral / active EE | $8,141 | $7,801+4.4% | $7,448+9.3% | $6,401+27.2% |
| Admin fee / account holder | $220 | $11,570-98.1% | $10,009-97.8% | $11,431-98.1% |