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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 | $305,268 | $138,114+121.0% | $125,391+143.5% | $134,545+126.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.52% | 750.88%-766.4pp | 572.41%-587.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $23,688 | $5,246+351.5% | $4,816+391.9% | $4,742+399.6% |
| Participant deferral / active EE | $13,313 | $7,801+70.7% | $7,448+78.7% | $6,401+108.0% |
| Admin fee / account holder | $3 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |