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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 | $369,476 | $133,998+175.7% | $112,263+229.1% | $134,545+174.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.99% | 47.17%-66.2pp | 27.49%-46.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $13,233 | $4,040+227.5% | $3,636+263.9% | $4,742+179.1% |
| Participant deferral / active EE | $17,287 | $5,292+226.6% | $4,729+265.5% | $6,401+170.1% |
| Admin fee / account holder | $14 | $7,493-99.8% | $6,410-99.8% | $11,431-99.9% |