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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 | $307,731 | $90,607+239.6% | $79,467+287.2% | $135,380+127.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.98% | 977.74%-982.7pp | 718.30%-723.3pp | 519.81%-524.8pp |
| Employer contribution / active EE | $11,404 | $3,068+271.7% | $2,800+307.2% | $4,779+138.6% |
| Participant deferral / active EE | $12,250 | $4,050+202.4% | $3,704+230.7% | $5,609+118.4% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |