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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 | $703,484 | $180,466+289.8% | $154,114+356.5% | $135,382+419.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.53% | 888.15%-892.7pp | 735.16%-739.7pp | 519.77%-524.3pp |
| Employer contribution / active EE | $8,333 | $6,035+38.1% | $5,298+57.3% | $4,779+74.4% |
| Participant deferral / active EE | $9,207 | $5,806+58.6% | $5,081+81.2% | $5,609+64.1% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |