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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 | $290,980 | $133,998+117.2% | $112,263+159.2% | $134,545+116.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.72% | 47.17%-59.9pp | 27.49%-40.2pp | 418.37%-431.1pp |
| Employer contribution / active EE | $7,963 | $4,040+97.1% | $3,636+119.0% | $4,742+67.9% |
| Participant deferral / active EE | $3,467 | $5,292-34.5% | $4,729-26.7% | $6,401-45.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |