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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 | $603,643 | $133,998+350.5% | $112,263+437.7% | $134,545+348.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.01% | 47.17%-50.2pp | 27.49%-30.5pp | 418.37%-421.4pp |
| Employer contribution / active EE | $20,842 | $4,040+415.9% | $3,636+473.2% | $4,742+339.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $97 | $7,493-98.7% | $6,410-98.5% | $11,431-99.2% |