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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 | $308,434 | $138,102+123.3% | $125,381+146.0% | $134,532+129.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.94% | 750.73%-770.7pp | 572.31%-592.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $6,000 | $5,245+14.4% | $4,815+24.6% | $4,741+26.6% |
| Participant deferral / active EE | $26,000 | $7,801+233.3% | $7,448+249.1% | $6,401+306.2% |
| Admin fee / account holder | $30 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |