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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 | $329,689 | $160,059+106.0% | $140,019+135.5% | $135,380+143.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.48% | 911.48%-919.0pp | 651.17%-658.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $12,609 | $6,420+96.4% | $5,605+125.0% | $4,779+163.9% |
| Participant deferral / active EE | $9,778 | $7,641+28.0% | $6,927+41.2% | $5,609+74.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |