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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 | $258,316 | $138,078+87.1% | $125,363+106.1% | $134,509+92.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.13% | 750.49%-768.6pp | 572.15%-590.3pp | 418.13%-436.3pp |
| Employer contribution / active EE | $6,043 | $5,245+15.2% | $4,815+25.5% | $4,741+27.5% |
| Participant deferral / active EE | $25,708 | $7,800+229.6% | $7,447+245.2% | $6,400+301.7% |
| Admin fee / account holder | $20 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |