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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 | $272,341 | $138,114+97.2% | $125,391+117.2% | $134,545+102.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.58% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $3,717 | $5,246-29.1% | $4,816-22.8% | $4,742-21.6% |
| Participant deferral / active EE | $29,167 | $7,801+273.9% | $7,448+291.6% | $6,401+355.6% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |