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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 | $793,246 | $138,102+474.4% | $125,381+532.7% | $134,532+489.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.71% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $25,035 | $5,245+377.3% | $4,815+419.9% | $4,741+428.0% |
| Participant deferral / active EE | $16,357 | $7,801+109.7% | $7,448+119.6% | $6,401+155.5% |
| Admin fee / account holder | $53 | $11,568-99.5% | $10,007-99.5% | $11,429-99.5% |