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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 | $527,706 | $180,459+192.4% | $154,108+242.4% | $135,380+289.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.90% | 888.21%-895.1pp | 735.21%-742.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $7,128 | $6,035+18.1% | $5,298+34.5% | $4,779+49.2% |
| Participant deferral / active EE | $4,171 | $5,806-28.2% | $5,081-17.9% | $5,609-25.6% |
| Admin fee / account holder | $21 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |