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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 | $656,770 | $160,059+310.3% | $140,019+369.1% | $135,379+385.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.57% | 911.44%-916.0pp | 651.15%-655.7pp | 519.79%-524.4pp |
| Employer contribution / active EE | $3,401 | $6,420-47.0% | $5,605-39.3% | $4,779-28.8% |
| Participant deferral / active EE | $16,733 | $7,641+119.0% | $6,927+141.6% | $5,609+198.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |