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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 | $356,207 | $138,102+157.9% | $125,381+184.1% | $134,532+164.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.74% | 750.73%-762.5pp | 572.31%-584.1pp | 418.27%-430.0pp |
| Employer contribution / active EE | $3,793 | $5,245-27.7% | $4,815-21.2% | $4,741-20.0% |
| Participant deferral / active EE | $11,253 | $7,801+44.3% | $7,448+51.1% | $6,401+75.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |