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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 | $290,570 | $138,114+110.4% | $125,391+131.7% | $134,545+116.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.45% | 750.88%-767.3pp | 572.41%-588.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $19,000 | $7,801+143.6% | $7,448+155.1% | $6,401+196.8% |
| Admin fee / account holder | $45 | $11,570-99.6% | $10,009-99.6% | $11,431-99.6% |