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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 | $355,244 | $152,542+132.9% | $117,498+202.3% | $134,509+164.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.82% | 53.02%-67.8pp | 29.75%-44.6pp | 418.13%-433.0pp |
| Employer contribution / active EE | $6,500 | $5,574+16.6% | $4,178+55.6% | $4,741+37.1% |
| Participant deferral / active EE | $18,500 | $4,819+283.9% | $4,071+354.4% | $6,400+189.0% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |