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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 | $254,187 | $90,607+180.5% | $79,467+219.9% | $135,380+87.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.48% | 977.74%-987.2pp | 718.30%-727.8pp | 519.81%-529.3pp |
| Employer contribution / active EE | $17,233 | $3,068+461.7% | $2,800+515.4% | $4,779+260.6% |
| Participant deferral / active EE | $15,250 | $4,050+276.5% | $3,704+311.7% | $5,609+171.9% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |