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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 | $422,295 | $138,078+205.8% | $125,363+236.9% | $134,509+214.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.72% | 750.49%-769.2pp | 572.15%-590.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $44,117 | $5,245+741.2% | $4,815+816.3% | $4,741+830.6% |
| Participant deferral / active EE | $21,000 | $7,800+169.2% | $7,447+182.0% | $6,400+228.1% |
| Admin fee / account holder | $9 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |