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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 | $332,436 | $138,114+140.7% | $125,391+165.1% | $134,545+147.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.49% | 750.88%-764.4pp | 572.41%-585.9pp | 418.37%-431.9pp |
| Employer contribution / active EE | $24,385 | $5,246+364.8% | $4,816+406.4% | $4,742+414.3% |
| Participant deferral / active EE | $12,380 | $7,801+58.7% | $7,448+66.2% | $6,401+93.4% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |