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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 | $527,450 | $138,102+281.9% | $125,381+320.7% | $134,532+292.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.96% | 750.73%-760.7pp | 572.31%-582.3pp | 418.27%-428.2pp |
| Employer contribution / active EE | $19,554 | $5,245+272.8% | $4,815+306.1% | $4,741+312.4% |
| Participant deferral / active EE | $21,005 | $7,801+169.3% | $7,448+182.0% | $6,401+228.2% |
| Admin fee / account holder | $300 | $11,568-97.4% | $10,007-97.0% | $11,429-97.4% |