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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 | $347,317 | $138,114+151.5% | $125,391+177.0% | $134,545+158.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.04% | 750.88%-749.8pp | 572.41%-571.4pp | 418.37%-417.3pp |
| Employer contribution / active EE | $30,875 | $5,246+488.6% | $4,816+541.1% | $4,742+551.2% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |