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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 | $350,430 | $95,975+265.1% | $74,552+370.0% | $135,382+158.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.31% | 56.96%-63.3pp | 32.53%-38.8pp | 519.77%-526.1pp |
| Employer contribution / active EE | $2,593 | $2,716-4.5% | $1,961+32.2% | $4,779-45.7% |
| Participant deferral / active EE | $13,852 | $3,844+260.4% | $3,108+345.7% | $5,609+147.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |