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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 | $138,114+279.6% | $125,391+318.1% | $134,545+289.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.16% | 750.88%-769.0pp | 572.41%-590.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $9,599 | $5,246+83.0% | $4,816+99.3% | $4,742+102.4% |
| Participant deferral / active EE | $20,715 | $7,801+165.5% | $7,448+178.1% | $6,401+223.6% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |