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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 | $482,888 | $138,102+249.7% | $125,381+285.1% | $134,532+258.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.14% | 750.73%-765.9pp | 572.31%-587.4pp | 418.27%-433.4pp |
| Employer contribution / active EE | $15,573 | $5,245+196.9% | $4,815+223.4% | $4,741+228.5% |
| Participant deferral / active EE | $26,703 | $7,801+242.3% | $7,448+258.5% | $6,401+317.2% |
| Admin fee / account holder | $25 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |