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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 | $411,270 | $99,644+312.7% | $86,438+375.8% | $134,532+205.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.60% | 6787.26%-6806.9pp | 4397.19%-4416.8pp | 418.27%-437.9pp |
| Employer contribution / active EE | $11,875 | $4,402+169.8% | $3,769+215.0% | $4,741+150.5% |
| Participant deferral / active EE | $23,750 | $7,247+227.7% | $6,952+241.6% | $6,401+271.0% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |