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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 | $478,908 | $168,635+184.0% | $147,617+224.4% | $125,389+281.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.21% | 77.65%-78.9pp | 61.98%-63.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $19,238 | $6,252+207.7% | $5,564+245.7% | $4,866+295.3% |
| Participant deferral / active EE | $10,877 | $5,507+97.5% | $4,895+122.2% | $5,352+103.3% |
| Admin fee / account holder | $209 | $13,580-98.5% | $11,612-98.2% | $9,541-97.8% |