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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 | $531,229 | $138,114+284.6% | $125,391+323.7% | $134,545+294.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.05% | 750.88%-770.9pp | 572.41%-592.5pp | 418.37%-438.4pp |
| Employer contribution / active EE | $16,600 | $5,246+216.4% | $4,816+244.7% | $4,742+250.1% |
| Participant deferral / active EE | $14,447 | $7,801+85.2% | $7,448+94.0% | $6,401+125.7% |
| Admin fee / account holder | $105 | $11,570-99.1% | $10,009-98.9% | $11,431-99.1% |