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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 | $326,685 | $138,114+136.5% | $125,391+160.5% | $134,545+142.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.52% | 750.88%-755.4pp | 572.41%-576.9pp | 418.37%-422.9pp |
| Employer contribution / active EE | $7,571 | $5,246+44.3% | $4,816+57.2% | $4,742+59.7% |
| Participant deferral / active EE | $15,833 | $7,801+103.0% | $7,448+112.6% | $6,401+147.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |