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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 | $392,959 | $180,462+117.8% | $154,111+155.0% | $135,379+190.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.61% | 888.17%-895.8pp | 735.18%-742.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $37,178 | $6,036+516.0% | $5,298+601.8% | $4,779+678.0% |
| Participant deferral / active EE | $23,750 | $5,806+309.0% | $5,081+367.5% | $5,609+323.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |