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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 | $524,231 | $138,068+279.7% | $125,358+318.2% | $134,493+289.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.16% | 750.30%-768.5pp | 572.03%-590.2pp | 418.01%-436.2pp |
| Employer contribution / active EE | $9,599 | $5,244+83.1% | $4,814+99.4% | $4,740+102.5% |
| Participant deferral / active EE | $20,715 | $7,799+165.6% | $7,447+178.2% | $6,400+223.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |