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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 | $1,050,177 | $138,102+660.4% | $125,381+737.6% | $134,532+680.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.20% | 750.73%-750.5pp | 572.31%-572.1pp | 418.27%-418.1pp |
| Employer contribution / active EE | $7,364 | $5,245+40.4% | $4,815+52.9% | $4,741+55.3% |
| Participant deferral / active EE | $22,612 | $7,801+189.9% | $7,448+203.6% | $6,401+253.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |