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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 | $472,801 | $93,117+407.7% | $77,096+513.3% | $134,532+251.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.51% | 62.67%-74.2pp | 42.35%-53.9pp | 418.27%-429.8pp |
| Employer contribution / active EE | $10,816 | $3,420+216.2% | $2,814+284.3% | $4,741+128.1% |
| Participant deferral / active EE | $16,000 | $5,241+205.3% | $4,429+261.2% | $6,401+150.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |