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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 | $762,409 | $133,981+469.0% | $112,249+579.2% | $134,532+466.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.49% | 47.16%-63.6pp | 27.48%-44.0pp | 418.27%-434.8pp |
| Employer contribution / active EE | $25,490 | $4,040+531.0% | $3,636+601.0% | $4,741+437.6% |
| Participant deferral / active EE | $19,916 | $5,292+276.4% | $4,729+321.2% | $6,401+211.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |