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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 | $450,575 | $160,059+181.5% | $140,019+221.8% | $135,379+232.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.87% | 911.44%-918.3pp | 651.15%-658.0pp | 519.79%-526.7pp |
| Employer contribution / active EE | $13,807 | $6,420+115.1% | $5,605+146.3% | $4,779+188.9% |
| Participant deferral / active EE | $17,168 | $7,641+124.7% | $6,927+147.9% | $5,609+206.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |