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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 | $412,008 | $160,059+157.4% | $140,019+194.3% | $135,382+204.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.65% | 911.44%-913.1pp | 651.15%-652.8pp | 519.77%-521.4pp |
| Employer contribution / active EE | $9,143 | $6,420+42.4% | $5,605+63.1% | $4,779+91.3% |
| Participant deferral / active EE | $12,250 | $7,641+60.3% | $6,927+76.9% | $5,609+118.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |