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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 | $537,671 | $138,102+289.3% | $125,381+328.8% | $134,532+299.7% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -20.11% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $16,520 | $5,245+214.9% | $4,815+243.1% | $4,741+248.4% |
| Participant deferral / active EE | $13,693 | $7,801+75.5% | $7,448+83.9% | $6,401+113.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |