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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 | $1,666,000 | $160,059+940.9% | $140,019+1089.8% | $135,380+1130.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.25% | 911.48%-914.7pp | 651.17%-654.4pp | 519.81%-523.1pp |
| Employer contribution / active EE | $23,855 | $6,420+271.6% | $5,605+325.6% | $4,779+399.2% |
| Participant deferral / active EE | $18,250 | $7,641+138.9% | $6,927+163.5% | $5,609+225.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |