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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 | $536,674 | $138,102+288.6% | $125,381+328.0% | $134,532+298.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.59% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $12,608 | $5,245+140.4% | $4,815+161.8% | $4,741+165.9% |
| Participant deferral / active EE | $19,500 | $7,801+150.0% | $7,448+161.8% | $6,401+204.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |