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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 | $314,769 | $190,916+64.9% | $160,037+96.7% | $134,545+134.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.30% | 552.79%-570.1pp | 408.95%-426.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $7,500 | $4,996+50.1% | $4,226+77.5% | $4,742+58.2% |
| Participant deferral / active EE | $23,750 | $6,925+243.0% | $6,184+284.1% | $6,401+271.0% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |