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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 | $372,446 | $138,102+169.7% | $125,381+197.1% | $134,532+176.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.71% | 750.73%-764.4pp | 572.31%-586.0pp | 418.27%-432.0pp |
| Employer contribution / active EE | $11,091 | $5,245+111.4% | $4,815+130.3% | $4,741+133.9% |
| Participant deferral / active EE | $12,356 | $7,801+58.4% | $7,448+65.9% | $6,401+93.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |