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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 | $428,778 | $138,102+210.5% | $125,381+242.0% | $134,532+218.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.52% | 750.73%-756.2pp | 572.31%-577.8pp | 418.27%-423.8pp |
| Employer contribution / active EE | $12,151 | $5,245+131.6% | $4,815+152.3% | $4,741+156.3% |
| Participant deferral / active EE | $10,401 | $7,801+33.3% | $7,448+39.7% | $6,401+62.5% |
| Admin fee / account holder | $257 | $11,568-97.8% | $10,007-97.4% | $11,429-97.8% |