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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 | $537,906 | $138,070+289.6% | $123,549+335.4% | $135,377+297.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.34% | 153.69%-160.0pp | 119.20%-125.5pp | 519.75%-526.1pp |
| Employer contribution / active EE | $11,280 | $5,152+119.0% | $4,628+143.7% | $4,779+136.1% |
| Participant deferral / active EE | $9,800 | $6,799+44.1% | $6,426+52.5% | $5,609+74.7% |
| Admin fee / account holder | $7 | $10,916-99.9% | $9,284-99.9% | $10,828-99.9% |