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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 | $746,136 | $138,078+440.4% | $125,363+495.2% | $134,509+454.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.88% | 750.49%-767.4pp | 572.15%-589.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $28,497 | $5,245+443.3% | $4,815+491.9% | $4,741+501.1% |
| Participant deferral / active EE | $15,600 | $7,800+100.0% | $7,447+109.5% | $6,400+143.7% |
| Admin fee / account holder | $24 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |