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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 | $1,476,741 | $138,114+969.2% | $125,391+1077.7% | $134,545+997.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.94% | 750.88%-756.8pp | 572.41%-578.4pp | 418.37%-424.3pp |
| Employer contribution / active EE | $16,250 | $5,246+209.8% | $4,816+237.4% | $4,742+242.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $250 | $11,570-97.8% | $10,009-97.5% | $11,431-97.8% |