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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 | $272,019 | $135,645+100.5% | $110,243+146.7% | $135,380+100.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.10% | 513.24%-518.3pp | 314.76%-319.9pp | 519.81%-524.9pp |
| Employer contribution / active EE | $16,002 | $4,907+226.1% | $3,827+318.2% | $4,779+234.8% |
| Participant deferral / active EE | $8,000 | $5,507+45.3% | $4,672+71.2% | $5,609+42.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |