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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 | $469,909 | $152,597+207.9% | $117,533+299.8% | $134,532+249.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -6.10% | 53.04%-59.1pp | 29.77%-35.9pp | 418.27%-424.4pp |
| Employer contribution / active EE | $20,641 | $5,576+270.2% | $4,179+393.9% | $4,741+335.4% |
| Participant deferral / active EE | $13,500 | $4,821+180.0% | $4,072+231.5% | $6,401+110.9% |
| Admin fee / account holder | $10 | $7,007-99.9% | $5,647-99.8% | $11,429-99.9% |