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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 | $1,140,210 | $138,102+725.6% | $125,381+809.4% | $134,532+747.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.20% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.5pp |
| Employer contribution / active EE | $20,500 | $5,245+290.8% | $4,815+325.7% | $4,741+332.4% |
| Participant deferral / active EE | $15,833 | $7,801+103.0% | $7,448+112.6% | $6,401+147.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |