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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 | $358,804 | $95,915+274.1% | $79,580+350.9% | $134,532+166.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.99% | -2.71%-16.3pp | 0.15%-19.1pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,407 | $3,129-23.1% | $2,413-0.3% | $4,741-49.2% |
| Participant deferral / active EE | $18,000 | $4,693+283.5% | $3,985+351.7% | $6,401+181.2% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |