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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 | $1,110,615 | $90,606+1125.8% | $79,466+1297.6% | $135,379+720.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.36% | 977.69%-981.1pp | 718.28%-721.6pp | 519.79%-523.2pp |
| Employer contribution / active EE | $6,014 | $3,068+96.0% | $2,800+114.8% | $4,779+25.8% |
| Participant deferral / active EE | $6,220 | $4,050+53.6% | $3,704+67.9% | $5,609+10.9% |
| Admin fee / account holder | $55 | $5,895-99.1% | $5,104-98.9% | $10,828-99.5% |