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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 | $297,413 | $160,059+85.8% | $140,019+112.4% | $135,380+119.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.93% | 911.48%-917.4pp | 651.17%-657.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $17,318 | $6,420+169.8% | $5,605+209.0% | $4,779+262.4% |
| Participant deferral / active EE | $12,979 | $7,641+69.9% | $6,927+87.4% | $5,609+131.4% |
| Admin fee / account holder | $37 | $13,328-99.7% | $10,705-99.7% | $10,828-99.7% |