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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 | $545,033 | $160,059+240.5% | $140,019+289.3% | $135,379+302.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.85% | 911.44%-917.3pp | 651.15%-657.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $6,503 | $6,420+1.3% | $5,605+16.0% | $4,779+36.1% |
| Participant deferral / active EE | $16,872 | $7,641+120.8% | $6,927+143.6% | $5,609+200.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |