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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 | $1,170,963 | $138,078+748.0% | $125,363+834.1% | $134,509+770.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.03% | 750.49%-768.5pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $18,991 | $5,245+262.1% | $4,815+294.4% | $4,741+300.6% |
| Participant deferral / active EE | $12,252 | $7,800+57.1% | $7,447+64.5% | $6,400+91.4% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |