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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 | $3,287,642 | $190,916+1622.0% | $160,037+1954.3% | $134,545+2343.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -2.28% | 552.79%-555.1pp | 408.95%-411.2pp | 418.37%-420.7pp |
| Employer contribution / active EE | $38,108 | $4,996+662.8% | $4,226+801.8% | $4,742+703.7% |
| Participant deferral / active EE | $24,833 | $6,925+258.6% | $6,184+301.6% | $6,401+287.9% |
| Admin fee / account holder | $61 | $10,497-99.4% | $8,716-99.3% | $11,431-99.5% |