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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 | $1,376,579 | $138,114+896.7% | $125,391+997.8% | $134,545+923.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.44% | 750.88%-766.3pp | 572.41%-587.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $20,628 | $5,246+293.2% | $4,816+328.3% | $4,742+335.0% |
| Participant deferral / active EE | $19,113 | $7,801+145.0% | $7,448+156.6% | $6,401+198.6% |
| Admin fee / account holder | $3 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |