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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 | $558,929 | $180,466+209.7% | $154,114+262.7% | $135,382+312.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.16% | 888.15%-893.3pp | 735.16%-740.3pp | 519.77%-524.9pp |
| Employer contribution / active EE | $20,450 | $6,035+238.8% | $5,298+286.0% | $4,779+327.9% |
| Participant deferral / active EE | $18,250 | $5,806+214.3% | $5,081+259.2% | $5,609+225.4% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |