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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 | $420,235 | $180,459+132.9% | $154,108+172.7% | $135,380+210.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.63% | 888.21%-896.8pp | 735.21%-743.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $13,036 | $6,035+116.0% | $5,298+146.1% | $4,779+172.8% |
| Participant deferral / active EE | $8,217 | $5,806+41.5% | $5,081+61.7% | $5,609+46.5% |
| Admin fee / account holder | $27 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |