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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 | $541,678 | $138,114+292.2% | $125,391+332.0% | $134,545+302.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.02% | 750.88%-765.9pp | 572.41%-587.4pp | 418.37%-433.4pp |
| Employer contribution / active EE | $10,004 | $5,246+90.7% | $4,816+107.7% | $4,742+111.0% |
| Participant deferral / active EE | $12,884 | $7,801+65.2% | $7,448+73.0% | $6,401+101.3% |
| Admin fee / account holder | $14 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |