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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 | $432,946 | $190,916+126.8% | $160,037+170.5% | $134,545+221.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.20% | 552.79%-573.0pp | 408.95%-429.2pp | 418.37%-438.6pp |
| Employer contribution / active EE | $14,300 | $4,996+186.2% | $4,226+238.4% | $4,742+201.6% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |