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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 | $317,126 | $138,102+129.6% | $125,381+152.9% | $134,532+135.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.18% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $21,238 | $5,245+304.9% | $4,815+341.1% | $4,741+348.0% |
| Participant deferral / active EE | $23,750 | $7,801+204.5% | $7,448+218.9% | $6,401+271.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |