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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 | $581,521 | $138,114+321.0% | $125,391+363.8% | $134,545+332.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.19% | 750.88%-767.1pp | 572.41%-588.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $13,932 | $5,246+165.6% | $4,816+189.3% | $4,742+193.8% |
| Participant deferral / active EE | $24,750 | $7,801+217.3% | $7,448+232.3% | $6,401+286.6% |
| Admin fee / account holder | $98 | $11,570-99.2% | $10,009-99.0% | $11,431-99.1% |