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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 | $266,753 | $138,078+93.2% | $125,363+112.8% | $134,509+98.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.13% | 750.49%-763.6pp | 572.15%-585.3pp | 418.13%-431.3pp |
| Employer contribution / active EE | $12,487 | $5,245+138.1% | $4,815+159.3% | $4,741+163.4% |
| Participant deferral / active EE | $17,201 | $7,800+120.5% | $7,447+131.0% | $6,400+168.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |