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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 | $873,263 | $138,102+532.3% | $125,381+596.5% | $134,532+549.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.07% | 750.73%-762.8pp | 572.31%-584.4pp | 418.27%-430.3pp |
| Employer contribution / active EE | $15,526 | $5,245+196.0% | $4,815+222.4% | $4,741+227.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $238 | $11,568-97.9% | $10,007-97.6% | $11,429-97.9% |