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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 | $260,340 | $138,114+88.5% | $125,391+107.6% | $134,545+93.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.20% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.6pp |
| Employer contribution / active EE | $15,984 | $5,246+204.7% | $4,816+231.9% | $4,742+237.1% |
| Participant deferral / active EE | $13,021 | $7,801+66.9% | $7,448+74.8% | $6,401+103.4% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |