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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 | $299,964 | $160,059+87.4% | $140,019+114.2% | $135,380+121.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.97% | 911.48%-920.4pp | 651.17%-660.1pp | 519.81%-528.8pp |
| Employer contribution / active EE | $22,824 | $6,420+255.5% | $5,605+307.2% | $4,779+377.6% |
| Participant deferral / active EE | $29,540 | $7,641+286.6% | $6,927+326.5% | $5,609+426.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |