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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 | $896,402 | $168,636+431.6% | $147,617+507.2% | $125,393+614.9% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -0.39% | 77.65%-78.0pp | 61.98%-62.4pp | 282.23%-282.6pp |
| Employer contribution / active EE | $17,440 | $6,252+178.9% | $5,565+213.4% | $4,866+258.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |