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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 | $318,212 | $160,059+98.8% | $140,019+127.3% | $135,380+135.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.49% | 911.48%-917.0pp | 651.17%-656.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $15,353 | $6,420+139.2% | $5,605+173.9% | $4,779+221.3% |
| Participant deferral / active EE | $5,160 | $7,641-32.5% | $6,927-25.5% | $5,609-8.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |