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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 | $572,974 | $180,462+217.5% | $154,111+271.8% | $135,379+323.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.29% | 888.17%-892.5pp | 735.18%-739.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $16,500 | $6,036+173.4% | $5,298+211.4% | $4,779+245.3% |
| Participant deferral / active EE | $18,500 | $5,806+218.6% | $5,081+264.1% | $5,609+229.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |