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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 | $720,432 | $180,459+299.2% | $154,108+367.5% | $135,380+432.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.39% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,505 | $6,035-58.5% | $5,298-52.7% | $4,779-47.6% |
| Participant deferral / active EE | $12,727 | $5,806+119.2% | $5,081+150.5% | $5,609+126.9% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |