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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 | $418,242 | $134,001+212.1% | $112,258+272.6% | $134,509+210.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.21% | 47.15%-60.4pp | 27.47%-40.7pp | 418.13%-431.3pp |
| Employer contribution / active EE | $22,783 | $4,039+464.0% | $3,636+526.7% | $4,741+380.6% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |