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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 | $323,379 | $82,288+293.0% | $68,794+370.1% | $134,509+140.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.06% | -2.19%-17.9pp | -6.37%-13.7pp | 418.13%-438.2pp |
| Employer contribution / active EE | $4,020 | $3,301+21.8% | $2,656+51.4% | $4,741-15.2% |
| Participant deferral / active EE | $8,040 | $4,738+69.7% | $3,941+104.0% | $6,400+25.6% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |