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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 | $291,100 | $138,114+110.8% | $125,391+132.2% | $134,545+116.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.95% | 750.88%-767.8pp | 572.41%-589.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $22,267 | $5,246+324.5% | $4,816+362.4% | $4,742+369.6% |
| Participant deferral / active EE | $13,120 | $7,801+68.2% | $7,448+76.1% | $6,401+105.0% |
| Admin fee / account holder | $45 | $11,570-99.6% | $10,009-99.6% | $11,431-99.6% |