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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 | $259,343 | $180,462+43.7% | $154,111+68.3% | $135,379+91.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.26% | 888.17%-890.4pp | 735.18%-737.4pp | 519.79%-522.0pp |
| Employer contribution / active EE | $14,973 | $6,036+148.1% | $5,298+182.6% | $4,779+213.3% |
| Participant deferral / active EE | $3,925 | $5,806-32.4% | $5,081-22.7% | $5,609-30.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |