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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 | $486,862 | $138,114+252.5% | $125,391+288.3% | $134,545+261.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.49% | 750.88%-757.4pp | 572.41%-578.9pp | 418.37%-424.9pp |
| Employer contribution / active EE | $27,000 | $5,246+414.7% | $4,816+460.7% | $4,742+469.4% |
| Participant deferral / active EE | $27,796 | $7,801+256.3% | $7,448+273.2% | $6,401+334.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |