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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 | $547,771 | $180,459+203.5% | $154,108+255.4% | $135,380+304.6% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -2.17% | 888.21%-890.4pp | 735.21%-737.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $10,458 | $6,035+73.3% | $5,298+97.4% | $4,779+118.8% |
| Participant deferral / active EE | $13,906 | $5,806+139.5% | $5,081+173.7% | $5,609+147.9% |
| Admin fee / account holder | $9 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |