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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 | $378,351 | $138,102+174.0% | $125,381+201.8% | $134,532+181.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.59% | 750.73%-771.3pp | 572.31%-592.9pp | 418.27%-438.9pp |
| Employer contribution / active EE | $5,259 | $5,245+0.2% | $4,815+9.2% | $4,741+10.9% |
| Participant deferral / active EE | $19,488 | $7,801+149.8% | $7,448+161.7% | $6,401+204.5% |
| Admin fee / account holder | -$223 | $11,568-101.9% | $10,007-102.2% | $11,429-101.9% |