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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 | $701,472 | $138,102+407.9% | $125,381+459.5% | $134,532+421.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.44% | 750.73%-763.2pp | 572.31%-584.8pp | 418.27%-430.7pp |
| Employer contribution / active EE | $8,971 | $5,245+71.0% | $4,815+86.3% | $4,741+89.2% |
| Participant deferral / active EE | $19,821 | $7,801+154.1% | $7,448+166.1% | $6,401+209.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |