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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 | $291,615 | $133,981+117.7% | $112,249+159.8% | $134,532+116.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.05% | 47.16%-59.2pp | 27.48%-39.5pp | 418.27%-430.3pp |
| Employer contribution / active EE | $15,660 | $4,040+287.7% | $3,636+330.7% | $4,741+230.3% |
| Participant deferral / active EE | $12,796 | $5,292+141.8% | $4,729+170.6% | $6,401+99.9% |
| Admin fee / account holder | $27 | $7,492-99.6% | $6,412-99.6% | $11,429-99.8% |