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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 | $476,072 | $138,114+244.7% | $125,391+279.7% | $134,545+253.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.94% | 750.88%-760.8pp | 572.41%-582.4pp | 418.37%-428.3pp |
| Employer contribution / active EE | $12,031 | $5,246+129.3% | $4,816+149.8% | $4,742+153.7% |
| Participant deferral / active EE | $17,040 | $7,801+118.4% | $7,448+128.8% | $6,401+166.2% |
| Admin fee / account holder | $17 | $11,570-99.9% | $10,009-99.8% | $11,431-99.9% |