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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 | $138,114+94.6% | $125,391+114.3% | $134,545+99.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.58% | 750.88%-762.5pp | 572.41%-584.0pp | 418.37%-429.9pp |
| Employer contribution / active EE | $16,527 | $5,246+215.0% | $4,816+243.2% | $4,742+248.5% |
| Participant deferral / active EE | $18,000 | $7,801+130.7% | $7,448+141.7% | $6,401+181.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |