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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 | $568,520 | $168,636+237.1% | $147,618+285.1% | $125,388+353.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.38% | 77.65%-81.0pp | 61.98%-65.4pp | 282.24%-285.6pp |
| Employer contribution / active EE | $7,873 | $6,252+25.9% | $5,565+41.5% | $4,866+61.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $18 | $13,580-99.9% | $11,612-99.8% | $9,541-99.8% |