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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 | $436,801 | $138,102+216.3% | $125,381+248.4% | $134,532+224.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.35% | 750.73%-763.1pp | 572.31%-584.7pp | 418.27%-430.6pp |
| Employer contribution / active EE | $14,313 | $5,245+172.9% | $4,815+197.3% | $4,741+201.9% |
| Participant deferral / active EE | $17,667 | $7,801+126.5% | $7,448+137.2% | $6,401+176.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |