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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 | $454,249 | $138,114+228.9% | $125,391+262.3% | $134,545+237.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.16% | 750.88%-764.0pp | 572.41%-585.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $23,189 | $5,246+342.0% | $4,816+381.5% | $4,742+389.1% |
| Participant deferral / active EE | $14,835 | $7,801+90.2% | $7,448+99.2% | $6,401+131.7% |
| Admin fee / account holder | $40 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |