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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 | $435,572 | $160,059+172.1% | $140,019+211.1% | $135,379+221.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.21% | 911.44%-916.7pp | 651.15%-656.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $17,224 | $6,420+168.3% | $5,605+207.3% | $4,779+260.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $156 | $13,328-98.8% | $10,705-98.5% | $10,828-98.6% |