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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 | $308,932 | $138,114+123.7% | $125,391+146.4% | $134,545+129.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.48% | 750.88%-765.4pp | 572.41%-586.9pp | 418.37%-432.9pp |
| Employer contribution / active EE | $22,355 | $5,246+326.1% | $4,816+364.2% | $4,742+371.5% |
| Participant deferral / active EE | $24,300 | $7,801+211.5% | $7,448+226.3% | $6,401+279.6% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |