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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 | $322,737 | $138,114+133.7% | $125,391+157.4% | $134,545+139.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.68% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,791 | $5,246-46.8% | $4,816-42.0% | $4,742-41.1% |
| Participant deferral / active EE | $19,118 | $7,801+145.1% | $7,448+156.7% | $6,401+198.7% |
| Admin fee / account holder | $199 | $11,570-98.3% | $10,009-98.0% | $11,431-98.3% |