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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 | $780,226 | $133,981+482.3% | $112,249+595.1% | $134,532+480.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.22% | 47.16%-62.4pp | 27.48%-42.7pp | 418.27%-433.5pp |
| Employer contribution / active EE | $14,647 | $4,040+262.6% | $3,636+302.8% | $4,741+208.9% |
| Participant deferral / active EE | $12,190 | $5,292+130.3% | $4,729+157.8% | $6,401+90.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |