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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 | $360,682 | $100,811+257.8% | $86,698+316.0% | $134,545+168.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.16% | 29.11%-44.3pp | 35.96%-51.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $2,992 | $3,490-14.3% | $2,837+5.5% | $4,742-36.9% |
| Participant deferral / active EE | $27,807 | $5,339+420.8% | $4,656+497.2% | $6,401+334.4% |
| Admin fee / account holder | $193 | $10,926-98.2% | $7,492-97.4% | $11,431-98.3% |