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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 | $338,320 | $180,466+87.5% | $154,114+119.5% | $135,382+149.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.71% | 888.15%-895.9pp | 735.16%-742.9pp | 519.77%-527.5pp |
| Employer contribution / active EE | $23,164 | $6,035+283.8% | $5,298+337.2% | $4,779+384.7% |
| Participant deferral / active EE | $16,926 | $5,806+191.5% | $5,081+233.1% | $5,609+201.8% |
| Admin fee / account holder | $285 | $16,144-98.2% | $13,411-97.9% | $10,829-97.4% |