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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 | $464,771 | $138,102+236.5% | $125,381+270.7% | $134,532+245.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.36% | 750.73%-766.1pp | 572.31%-587.7pp | 418.27%-433.6pp |
| Employer contribution / active EE | $11,742 | $5,245+123.9% | $4,815+143.9% | $4,741+147.7% |
| Participant deferral / active EE | $13,684 | $7,801+75.4% | $7,448+83.7% | $6,401+113.8% |
| Admin fee / account holder | $76 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |