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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 | $455,438 | $160,059+184.5% | $140,019+225.3% | $135,379+236.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.08% | 911.44%-918.5pp | 651.15%-658.2pp | 519.79%-526.9pp |
| Employer contribution / active EE | $13,363 | $6,420+108.2% | $5,605+138.4% | $4,779+179.6% |
| Participant deferral / active EE | $19,596 | $7,641+156.5% | $6,927+182.9% | $5,609+249.4% |
| Admin fee / account holder | $218 | $13,328-98.4% | $10,705-98.0% | $10,828-98.0% |