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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 | $787,742 | $190,879+312.7% | $160,009+392.3% | $134,532+485.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.15% | 552.63%-568.8pp | 408.85%-425.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $14,419 | $4,995+188.7% | $4,225+241.3% | $4,741+204.1% |
| Participant deferral / active EE | $8,495 | $6,924+22.7% | $6,183+37.4% | $6,401+32.7% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |