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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 | $350,292 | $160,059+118.9% | $140,019+150.2% | $135,379+158.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.79% | 911.44%-917.2pp | 651.15%-656.9pp | 519.79%-525.6pp |
| Employer contribution / active EE | $21,879 | $6,420+240.8% | $5,605+290.3% | $4,779+357.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $175 | $13,328-98.7% | $10,705-98.4% | $10,828-98.4% |