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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 | $268,773 | $138,068+94.7% | $125,358+114.4% | $134,493+99.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.58% | 750.30%-761.9pp | 572.03%-583.6pp | 418.01%-429.6pp |
| Employer contribution / active EE | $16,527 | $5,244+215.2% | $4,814+243.3% | $4,740+248.7% |
| Participant deferral / active EE | $18,000 | $7,799+130.8% | $7,447+141.7% | $6,400+181.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |