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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 | $782,144 | $152,591+412.6% | $117,529+565.5% | $134,545+481.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.51% | 53.04%-63.5pp | 29.77%-40.3pp | 418.37%-428.9pp |
| Employer contribution / active EE | $13,161 | $5,576+136.0% | $4,179+214.9% | $4,742+177.6% |
| Participant deferral / active EE | $13,500 | $4,821+180.0% | $4,072+231.5% | $6,401+110.9% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |