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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 | $1,078,869 | $180,459+497.8% | $154,108+600.1% | $135,380+696.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.06% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $33,893 | $6,035+461.6% | $5,298+539.8% | $4,779+609.2% |
| Participant deferral / active EE | $19,286 | $5,806+232.1% | $5,081+279.6% | $5,609+243.8% |
| Admin fee / account holder | $247 | $16,145-98.5% | $13,411-98.2% | $10,828-97.7% |