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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 | $555,529 | $138,102+302.3% | $125,381+343.1% | $134,532+312.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.51% | 750.73%-766.2pp | 572.31%-587.8pp | 418.27%-433.8pp |
| Employer contribution / active EE | $28,747 | $5,245+448.0% | $4,815+497.0% | $4,741+506.3% |
| Participant deferral / active EE | $22,521 | $7,801+188.7% | $7,448+202.4% | $6,401+251.8% |
| Admin fee / account holder | $98 | $11,568-99.2% | $10,007-99.0% | $11,429-99.1% |