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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 | $879,622 | $180,466+387.4% | $154,114+470.8% | $135,382+549.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.75% | 888.15%-891.9pp | 735.16%-738.9pp | 519.77%-523.5pp |
| Employer contribution / active EE | $36,086 | $6,035+497.9% | $5,298+581.2% | $4,779+655.1% |
| Participant deferral / active EE | $19,417 | $5,806+234.4% | $5,081+282.2% | $5,609+246.2% |
| Admin fee / account holder | $97 | $16,144-99.4% | $13,411-99.3% | $10,829-99.1% |