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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 | $591,363 | $160,059+269.5% | $140,019+322.3% | $135,380+336.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.86% | 911.48%-916.3pp | 651.17%-656.0pp | 519.81%-524.7pp |
| Employer contribution / active EE | $31,810 | $6,420+395.5% | $5,605+467.5% | $4,779+565.6% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |