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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 | $388,275 | $138,078+181.2% | $125,363+209.7% | $134,509+188.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.38% | 750.49%-765.9pp | 572.15%-587.5pp | 418.13%-433.5pp |
| Employer contribution / active EE | $10,866 | $5,245+107.2% | $4,815+125.7% | $4,741+129.2% |
| Participant deferral / active EE | $8,920 | $7,800+14.4% | $7,447+19.8% | $6,400+39.4% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |