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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 | $678,066 | $180,462+275.7% | $154,111+340.0% | $135,379+400.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.14% | 888.17%-888.0pp | 735.18%-735.0pp | 519.79%-519.7pp |
| Employer contribution / active EE | $55,000 | $6,036+811.3% | $5,298+938.2% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $92 | $16,145-99.4% | $13,411-99.3% | $10,828-99.2% |