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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 | $636,789 | $138,078+361.2% | $125,363+408.0% | $134,509+373.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.28% | 750.49%-759.8pp | 572.15%-581.4pp | 418.13%-427.4pp |
| Employer contribution / active EE | $12,121 | $5,245+131.1% | $4,815+151.8% | $4,741+155.7% |
| Participant deferral / active EE | $16,628 | $7,800+113.2% | $7,447+123.3% | $6,400+159.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |