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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 | $310,370 | $138,068+124.8% | $125,358+147.6% | $134,493+130.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.54% | 750.30%-760.8pp | 572.03%-582.6pp | 418.01%-428.6pp |
| Employer contribution / active EE | $3,300 | $5,244-37.1% | $4,814-31.5% | $4,740-30.4% |
| Participant deferral / active EE | $23,000 | $7,799+194.9% | $7,447+208.9% | $6,400+259.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |