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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 | $499,612 | $138,114+261.7% | $125,391+298.4% | $134,545+271.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.05% | 750.88%-763.9pp | 572.41%-585.5pp | 418.37%-431.4pp |
| Employer contribution / active EE | $40,500 | $5,246+672.0% | $4,816+741.0% | $4,742+754.2% |
| Participant deferral / active EE | $23,750 | $7,801+204.5% | $7,448+218.9% | $6,401+271.0% |
| Admin fee / account holder | $27 | $11,570-99.8% | $10,009-99.7% | $11,431-99.8% |