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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 | $601,781 | $133,998+349.1% | $112,263+436.0% | $134,545+347.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.99% | 47.17%-63.2pp | 27.49%-43.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $37,661 | $5,292+611.6% | $4,729+696.3% | $6,401+488.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |