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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 | $651,224 | $135,639+380.1% | $110,241+490.7% | $135,382+381.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.64% | 513.21%-519.9pp | 314.75%-321.4pp | 519.77%-526.4pp |
| Employer contribution / active EE | $26,481 | $4,907+439.7% | $3,827+592.0% | $4,779+454.1% |
| Participant deferral / active EE | $17,933 | $5,507+225.7% | $4,672+283.8% | $5,609+219.7% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |