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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 | $326,002 | $180,462+80.6% | $154,111+111.5% | $135,379+140.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.88% | 888.17%-896.1pp | 735.18%-743.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $6,779 | $6,036+12.3% | $5,298+28.0% | $4,779+41.9% |
| Participant deferral / active EE | $7,924 | $5,806+36.5% | $5,081+56.0% | $5,609+41.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |