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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 | $459,687 | $160,059+187.2% | $140,019+228.3% | $135,380+239.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.30% | 911.48%-919.8pp | 651.17%-659.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $24,250 | $6,420+277.7% | $5,605+332.6% | $4,779+407.4% |
| Participant deferral / active EE | $12,250 | $7,641+60.3% | $6,927+76.9% | $5,609+118.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |