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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 | $255,556 | $160,059+59.7% | $140,019+82.5% | $135,380+88.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.92% | 911.48%-913.4pp | 651.17%-653.1pp | 519.81%-521.7pp |
| Employer contribution / active EE | $14,413 | $6,420+124.5% | $5,605+157.1% | $4,779+201.6% |
| Participant deferral / active EE | $11,996 | $7,641+57.0% | $6,927+73.2% | $5,609+113.9% |
| Admin fee / account holder | $4 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |