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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 | $723,190 | $93,117+676.6% | $77,096+838.0% | $134,532+437.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -2.07% | 62.67%-64.7pp | 42.35%-44.4pp | 418.27%-420.3pp |
| Employer contribution / active EE | $1,440 | $3,420-57.9% | $2,814-48.8% | $4,741-69.6% |
| Participant deferral / active EE | $15,833 | $5,241+202.1% | $4,429+257.5% | $6,401+147.4% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |