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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 | $473,701 | $133,998+253.5% | $112,263+322.0% | $134,545+252.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.24% | 47.17%-52.4pp | 27.49%-32.7pp | 418.37%-423.6pp |
| Employer contribution / active EE | $18,756 | $4,040+364.2% | $3,636+415.8% | $4,742+295.6% |
| Participant deferral / active EE | $9,000 | $5,292+70.1% | $4,729+90.3% | $6,401+40.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |