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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 | $138,068+969.6% | $125,358+1078.0% | $134,493+998.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.94% | 750.30%-756.2pp | 572.03%-578.0pp | 418.01%-424.0pp |
| Employer contribution / active EE | $16,250 | $5,244+209.9% | $4,814+237.6% | $4,740+242.8% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $250 | $11,568-97.8% | $10,007-97.5% | $11,425-97.8% |