Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $946,218 | $168,636+461.1% | $147,618+541.0% | $125,389+654.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.66% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.9pp |
| Employer contribution / active EE | $32,329 | $6,252+417.1% | $5,564+481.0% | $4,866+564.4% |
| Participant deferral / active EE | $15,000 | $5,507+172.4% | $4,895+206.4% | $5,352+180.3% |
| Admin fee / account holder | $66 | $13,581-99.5% | $11,612-99.4% | $9,541-99.3% |