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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 | $355,760 | $138,114+157.6% | $125,391+183.7% | $134,545+164.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.62% | 750.88%-764.5pp | 572.41%-586.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $30,500 | $5,246+481.4% | $4,816+533.3% | $4,742+543.2% |
| Participant deferral / active EE | $12,030 | $7,801+54.2% | $7,448+61.5% | $6,401+87.9% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |