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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 | $521,638 | $138,102+277.7% | $125,381+316.0% | $134,532+287.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.94% | 750.73%-764.7pp | 572.31%-586.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $19,592 | $5,245+273.5% | $4,815+306.9% | $4,741+313.2% |
| Participant deferral / active EE | $20,500 | $7,801+162.8% | $7,448+175.3% | $6,401+220.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |