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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 | $336,715 | $138,102+143.8% | $125,381+168.6% | $134,532+150.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.77% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $4,241 | $5,245-19.2% | $4,815-11.9% | $4,741-10.6% |
| Participant deferral / active EE | $11,641 | $7,801+49.2% | $7,448+56.3% | $6,401+81.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |