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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 | $525,704 | $138,102+280.7% | $125,381+319.3% | $134,532+290.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.11% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $41,118 | $5,245+683.9% | $4,815+753.9% | $4,741+767.3% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |