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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 | $475,377 | $138,102+244.2% | $125,381+279.1% | $134,532+253.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.36% | 750.73%-759.1pp | 572.31%-580.7pp | 418.27%-426.6pp |
| Employer contribution / active EE | $12,000 | $5,245+128.8% | $4,815+149.2% | $4,741+153.1% |
| Participant deferral / active EE | $20,500 | $7,801+162.8% | $7,448+175.3% | $6,401+220.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |