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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 | $288,043 | $138,114+108.6% | $125,391+129.7% | $134,545+114.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.84% | 750.88%-765.7pp | 572.41%-587.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $5,558 | $5,246+5.9% | $4,816+15.4% | $4,742+17.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |