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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 | $469,980 | $160,059+193.6% | $140,019+235.7% | $135,380+247.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.90% | 911.48%-913.4pp | 651.17%-653.1pp | 519.81%-521.7pp |
| Employer contribution / active EE | $6,667 | $6,420+3.8% | $5,605+18.9% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |