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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 | $257,792 | $135,645+90.0% | $110,243+133.8% | $135,380+90.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.79% | 513.24%-519.0pp | 314.76%-320.5pp | 519.81%-525.6pp |
| Employer contribution / active EE | $13,952 | $4,907+184.3% | $3,827+264.6% | $4,779+192.0% |
| Participant deferral / active EE | $7,531 | $5,507+36.8% | $4,672+61.2% | $5,609+34.3% |
| Admin fee / account holder | $36 | $11,458-99.7% | $8,548-99.6% | $10,828-99.7% |