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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 | $603,428 | $93,023+548.7% | $77,027+683.4% | $134,493+348.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.51% | 62.61%-83.1pp | 42.32%-62.8pp | 418.01%-438.5pp |
| Employer contribution / active EE | $8,625 | $3,418+152.3% | $2,813+206.7% | $4,740+82.0% |
| Participant deferral / active EE | $14,500 | $5,238+176.8% | $4,427+227.5% | $6,400+126.6% |
| Admin fee / account holder | $1 | $6,944-100.0% | $5,425-100.0% | $11,425-100.0% |