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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 | $100,811+159.3% | $86,698+201.6% | $134,545+94.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.64% | 29.11%-43.7pp | 35.96%-50.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $21,455 | $3,490+514.7% | $2,837+656.3% | $4,742+352.5% |
| Participant deferral / active EE | $10,800 | $5,339+102.3% | $4,656+131.9% | $6,401+68.7% |
| Admin fee / account holder | $8 | $10,926-99.9% | $7,492-99.9% | $11,431-99.9% |