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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 | $495,897 | $160,059+209.8% | $140,019+254.2% | $135,380+266.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.73% | 911.48%-919.2pp | 651.17%-658.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $12,255 | $6,420+90.9% | $5,605+118.6% | $4,779+156.4% |
| Participant deferral / active EE | $8,404 | $7,641+10.0% | $6,927+21.3% | $5,609+49.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |