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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 | $541,147 | $138,102+291.8% | $125,381+331.6% | $134,532+302.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.86% | 750.73%-764.6pp | 572.31%-586.2pp | 418.27%-432.1pp |
| Employer contribution / active EE | $28,676 | $5,245+446.7% | $4,815+495.5% | $4,741+504.9% |
| Participant deferral / active EE | $19,114 | $7,801+145.0% | $7,448+156.6% | $6,401+198.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |