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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 | $638,324 | $168,635+278.5% | $147,617+332.4% | $125,389+409.1% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -0.80% | 77.65%-78.4pp | 61.98%-62.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $27,313 | $6,252+336.8% | $5,564+390.8% | $4,866+461.3% |
| Participant deferral / active EE | $16,375 | $5,507+197.4% | $4,895+234.5% | $5,352+206.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |