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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 | $428,759 | $138,114+210.4% | $125,391+241.9% | $134,545+218.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.42% | 750.88%-760.3pp | 572.41%-581.8pp | 418.37%-427.8pp |
| Employer contribution / active EE | $13,912 | $5,246+165.2% | $4,816+188.9% | $4,742+193.4% |
| Participant deferral / active EE | $5,750 | $7,801-26.3% | $7,448-22.8% | $6,401-10.2% |
| Admin fee / account holder | $31 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |