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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 | $726,092 | $190,879+280.4% | $160,009+353.8% | $134,532+439.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -2.79% | 552.63%-555.4pp | 408.85%-411.6pp | 418.27%-421.1pp |
| Employer contribution / active EE | $18,753 | $4,995+275.4% | $4,225+343.8% | $4,741+295.5% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |