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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 | $930,267 | $138,102+573.6% | $125,381+642.0% | $134,532+591.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.07% | 750.73%-765.8pp | 572.31%-587.4pp | 418.27%-433.3pp |
| Employer contribution / active EE | $40,500 | $5,245+672.1% | $4,815+741.1% | $4,741+754.2% |
| Participant deferral / active EE | $22,667 | $7,801+190.6% | $7,448+204.3% | $6,401+254.1% |
| Admin fee / account holder | $52 | $11,568-99.5% | $10,007-99.5% | $11,429-99.5% |