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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 | $735,393 | $138,102+432.5% | $125,381+486.5% | $134,532+446.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.34% | 750.73%-771.1pp | 572.31%-592.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $7,290 | $5,245+39.0% | $4,815+51.4% | $4,741+53.8% |
| Participant deferral / active EE | $17,652 | $7,801+126.3% | $7,448+137.0% | $6,401+175.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |