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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 | $312,260 | $138,114+126.1% | $125,391+149.0% | $134,545+132.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.01% | 750.88%-765.9pp | 572.41%-587.4pp | 418.37%-433.4pp |
| Employer contribution / active EE | $2,370 | $5,246-54.8% | $4,816-50.8% | $4,742-50.0% |
| Participant deferral / active EE | $2,709 | $7,801-65.3% | $7,448-63.6% | $6,401-57.7% |
| Admin fee / account holder | $12 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |