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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 | $436,941 | $138,068+216.5% | $125,358+248.6% | $134,493+224.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.76% | 750.30%-765.1pp | 572.03%-586.8pp | 418.01%-432.8pp |
| Employer contribution / active EE | $27,926 | $5,244+432.5% | $4,814+480.1% | $4,740+489.1% |
| Participant deferral / active EE | $18,111 | $7,799+132.2% | $7,447+143.2% | $6,400+183.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |