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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 | $1,195,694 | $138,078+766.0% | $125,363+853.8% | $134,509+788.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.82% | 750.49%-765.3pp | 572.15%-587.0pp | 418.13%-433.0pp |
| Employer contribution / active EE | $24,427 | $5,245+365.7% | $4,815+407.3% | $4,741+415.3% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $99 | $11,566-99.1% | $10,005-99.0% | $11,427-99.1% |