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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 | $381,780 | $160,059+138.5% | $140,019+172.7% | $135,379+182.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.79% | 911.44%-914.2pp | 651.15%-653.9pp | 519.79%-522.6pp |
| Employer contribution / active EE | $12,206 | $6,420+90.1% | $5,605+117.8% | $4,779+155.4% |
| Participant deferral / active EE | $14,421 | $7,641+88.7% | $6,927+108.2% | $5,609+157.1% |
| Admin fee / account holder | $1 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |