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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 | $409,573 | $92,766+341.5% | $82,763+394.9% | $134,545+204.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.18% | 946.97%-958.2pp | 702.45%-713.6pp | 418.37%-429.6pp |
| Employer contribution / active EE | $7,163 | $3,273+118.8% | $3,008+138.1% | $4,742+51.1% |
| Participant deferral / active EE | $22,500 | $4,802+368.5% | $4,395+411.9% | $6,401+251.5% |
| Admin fee / account holder | $15 | $5,978-99.7% | $5,325-99.7% | $11,431-99.9% |