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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 | $339,302 | $129,959+161.1% | $104,301+225.3% | $134,532+152.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.00% | 42.04%-61.0pp | 24.61%-43.6pp | 418.27%-437.3pp |
| Employer contribution / active EE | $31,050 | $4,185+641.8% | $3,373+820.6% | $4,741+554.9% |
| Participant deferral / active EE | $27,000 | $5,589+383.1% | $4,626+483.7% | $6,401+321.8% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |