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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 | $377,156 | $180,462+109.0% | $154,111+144.7% | $135,379+178.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.76% | 888.17%-890.9pp | 735.18%-737.9pp | 519.79%-522.5pp |
| Employer contribution / active EE | $30,916 | $6,036+412.2% | $5,298+483.6% | $4,779+546.9% |
| Participant deferral / active EE | $17,312 | $5,806+198.2% | $5,081+240.7% | $5,609+208.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |