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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 | $499,670 | $160,059+212.2% | $140,019+256.9% | $135,380+269.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.95% | 911.48%-916.4pp | 651.17%-656.1pp | 519.81%-524.8pp |
| Employer contribution / active EE | $15,957 | $6,420+148.6% | $5,605+184.7% | $4,779+233.9% |
| Participant deferral / active EE | $8,260 | $7,641+8.1% | $6,927+19.2% | $5,609+47.3% |
| Admin fee / account holder | $114 | $13,328-99.1% | $10,705-98.9% | $10,828-98.9% |