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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 | $399,138 | $93,098+328.7% | $77,081+417.8% | $134,509+196.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.06% | 62.63%-74.7pp | 42.33%-54.4pp | 418.13%-430.2pp |
| Employer contribution / active EE | $12,755 | $3,419+273.0% | $2,813+353.3% | $4,741+169.1% |
| Participant deferral / active EE | $13,500 | $5,239+157.7% | $4,428+204.9% | $6,400+110.9% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |