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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 | $525,822 | $180,459+191.4% | $154,108+241.2% | $135,380+288.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.06% | 888.21%-892.3pp | 735.21%-739.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $14,167 | $6,035+134.7% | $5,298+167.4% | $4,779+196.4% |
| Participant deferral / active EE | $18,733 | $5,806+222.6% | $5,081+268.7% | $5,609+234.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |