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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 | $274,969 | $160,059+71.8% | $140,019+96.4% | $135,380+103.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.57% | 911.48%-920.0pp | 651.17%-659.7pp | 519.81%-528.4pp |
| Employer contribution / active EE | $19,384 | $6,420+201.9% | $5,605+245.8% | $4,779+305.6% |
| Participant deferral / active EE | $16,031 | $7,641+109.8% | $6,927+131.4% | $5,609+185.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |