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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 | $612,683 | $134,001+357.2% | $112,258+445.8% | $134,509+355.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.69% | 47.15%-52.8pp | 27.47%-33.2pp | 418.13%-423.8pp |
| Employer contribution / active EE | $29,258 | $4,039+624.3% | $3,636+704.7% | $4,741+517.2% |
| Participant deferral / active EE | $18,700 | $5,291+253.4% | $4,728+295.5% | $6,400+192.2% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |