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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 | $1,621,473 | $138,068+1074.4% | $125,358+1193.5% | $134,493+1105.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.65% | 750.30%-770.0pp | 572.03%-591.7pp | 418.01%-437.7pp |
| Employer contribution / active EE | $7,500 | $5,244+43.0% | $4,814+55.8% | $4,740+58.2% |
| Participant deferral / active EE | $26,000 | $7,799+233.4% | $7,447+249.1% | $6,400+306.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |