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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 | $307,278 | $138,102+122.5% | $125,381+145.1% | $134,532+128.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.41% | 750.73%-767.1pp | 572.31%-588.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $16,555 | $5,245+215.6% | $4,815+243.8% | $4,741+249.2% |
| Participant deferral / active EE | $19,983 | $7,801+156.2% | $7,448+168.3% | $6,401+212.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |