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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 | $454,037 | $138,102+228.8% | $125,381+262.1% | $134,532+237.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.97% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $9,551 | $5,245+82.1% | $4,815+98.3% | $4,741+101.4% |
| Participant deferral / active EE | $13,956 | $7,801+78.9% | $7,448+87.4% | $6,401+118.0% |
| Admin fee / account holder | $250 | $11,568-97.8% | $10,007-97.5% | $11,429-97.8% |