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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 | $359,040 | $190,862+88.1% | $159,991+124.4% | $134,509+166.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.16% | 552.59%-568.7pp | 408.82%-425.0pp | 418.13%-434.3pp |
| Employer contribution / active EE | $4,591 | $4,995-8.1% | $4,225+8.7% | $4,741-3.2% |
| Participant deferral / active EE | $18,400 | $6,924+165.8% | $6,183+197.6% | $6,400+187.5% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |