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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 | $779,904 | $138,070+464.9% | $123,549+531.3% | $135,377+476.1% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -4.26% | 153.69%-158.0pp | 119.20%-123.5pp | 519.75%-524.0pp |
| Employer contribution / active EE | $16,256 | $5,152+215.6% | $4,628+251.3% | $4,779+240.2% |
| Participant deferral / active EE | $18,679 | $6,799+174.7% | $6,426+190.7% | $5,609+233.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,828-100.0% |