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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 | $295,107 | $138,114+113.7% | $125,391+135.3% | $134,545+119.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.04% | 750.88%-755.9pp | 572.41%-577.5pp | 418.37%-423.4pp |
| Employer contribution / active EE | $4,505 | $5,246-14.1% | $4,816-6.5% | $4,742-5.0% |
| Participant deferral / active EE | $20,500 | $7,801+162.8% | $7,448+175.2% | $6,401+220.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |