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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 | $612,513 | $160,059+282.7% | $140,019+337.5% | $135,380+352.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.12% | 911.48%-917.6pp | 651.17%-657.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $29,020 | $6,420+352.1% | $5,605+417.7% | $4,779+507.3% |
| Participant deferral / active EE | $10,567 | $7,641+38.3% | $6,927+52.6% | $5,609+88.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |