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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 | $508,184 | $138,114+267.9% | $125,391+305.3% | $134,545+277.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.60% | 750.88%-761.5pp | 572.41%-583.0pp | 418.37%-429.0pp |
| Employer contribution / active EE | $31,548 | $5,246+501.4% | $4,816+555.1% | $4,742+565.4% |
| Participant deferral / active EE | $7,710 | $7,801-1.2% | $7,448+3.5% | $6,401+20.4% |
| Admin fee / account holder | $231 | $11,570-98.0% | $10,009-97.7% | $11,431-98.0% |