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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 | $1,113,595 | $135,645+721.0% | $110,243+910.1% | $135,380+722.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.86% | 513.24%-515.1pp | 314.76%-316.6pp | 519.81%-521.7pp |
| Employer contribution / active EE | $25,182 | $4,907+413.2% | $3,827+558.1% | $4,779+426.9% |
| Participant deferral / active EE | $12,250 | $5,507+122.4% | $4,672+162.2% | $5,609+118.4% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |