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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 | $268,748 | $138,102+94.6% | $125,381+114.3% | $134,532+99.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.80% | 750.73%-752.5pp | 572.31%-574.1pp | 418.27%-420.1pp |
| Employer contribution / active EE | $4,358 | $5,245-16.9% | $4,815-9.5% | $4,741-8.1% |
| Participant deferral / active EE | $15,259 | $7,801+95.6% | $7,448+104.9% | $6,401+138.4% |
| Admin fee / account holder | $208 | $11,568-98.2% | $10,007-97.9% | $11,429-98.2% |