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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 | $251,000 | $106,551+135.6% | $91,225+175.1% | $134,532+86.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.91% | 160.78%-172.7pp | 114.12%-126.0pp | 418.27%-430.2pp |
| Employer contribution / active EE | $21,589 | $3,331+548.0% | $2,851+657.3% | $4,741+355.4% |
| Participant deferral / active EE | $11,559 | $4,718+145.0% | $4,233+173.0% | $6,401+80.6% |
| Admin fee / account holder | $258 | $6,234-95.9% | $5,422-95.2% | $11,429-97.7% |