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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 | $271,304 | $138,102+96.5% | $125,381+116.4% | $134,532+101.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.54% | 750.73%-763.3pp | 572.31%-584.8pp | 418.27%-430.8pp |
| Employer contribution / active EE | $3,958 | $5,245-24.6% | $4,815-17.8% | $4,741-16.5% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |