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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 | $298,627 | $138,114+116.2% | $125,391+138.2% | $134,545+122.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.10% | 750.88%-763.0pp | 572.41%-584.5pp | 418.37%-430.5pp |
| Employer contribution / active EE | $6,467 | $5,246+23.3% | $4,816+34.3% | $4,742+36.4% |
| Participant deferral / active EE | $10,634 | $7,801+36.3% | $7,448+42.8% | $6,401+66.1% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |