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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 | $260,045 | $152,542+70.5% | $117,498+121.3% | $134,509+93.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.70% | 53.02%-65.7pp | 29.75%-42.5pp | 418.13%-430.8pp |
| Employer contribution / active EE | $36,750 | $5,574+559.3% | $4,178+779.6% | $4,741+675.2% |
| Participant deferral / active EE | $10,250 | $4,819+112.7% | $4,071+151.8% | $6,400+60.1% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |