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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 | $2,384,347 | $138,072+1626.9% | $123,549+1829.9% | $135,382+1661.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.97% | 153.69%-156.7pp | 119.20%-122.2pp | 519.77%-522.7pp |
| Employer contribution / active EE | $30,500 | $5,152+492.0% | $4,628+559.0% | $4,779+538.2% |
| Participant deferral / active EE | $24,500 | $6,799+260.3% | $6,426+281.3% | $5,609+336.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |