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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 | $261,438 | $100,772+159.4% | $86,690+201.6% | $134,493+94.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.64% | 29.06%-43.7pp | 35.93%-50.6pp | 418.01%-432.7pp |
| Employer contribution / active EE | $21,455 | $3,490+514.9% | $2,837+656.3% | $4,740+352.6% |
| Participant deferral / active EE | $10,800 | $5,338+102.3% | $4,656+131.9% | $6,400+68.8% |
| Admin fee / account holder | $8 | $10,920-99.9% | $7,490-99.9% | $11,425-99.9% |