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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 | $645,162 | $135,645+375.6% | $110,243+485.2% | $135,380+376.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.67% | 513.24%-518.9pp | 314.76%-320.4pp | 519.81%-525.5pp |
| Employer contribution / active EE | $36,500 | $4,907+643.9% | $3,827+853.8% | $4,779+663.8% |
| Participant deferral / active EE | $24,500 | $5,507+344.9% | $4,672+424.4% | $5,609+336.8% |
| Admin fee / account holder | $15 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |