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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 | $655,614 | $138,078+374.8% | $125,363+423.0% | $134,509+387.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.32% | 750.49%-749.2pp | 572.15%-570.8pp | 418.13%-416.8pp |
| Employer contribution / active EE | $30,578 | $5,245+483.0% | $4,815+535.1% | $4,741+545.0% |
| Participant deferral / active EE | $26,000 | $7,800+233.3% | $7,447+249.1% | $6,400+306.2% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |