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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 | $292,956 | $142,392+105.7% | $119,622+144.9% | $134,532+117.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.44% | -12.46%-6.0pp | -14.98%-3.5pp | 418.27%-436.7pp |
| Employer contribution / active EE | $16,661 | $5,224+218.9% | $4,232+293.7% | $4,741+251.4% |
| Participant deferral / active EE | $24,000 | $6,467+271.1% | $5,601+328.5% | $6,401+274.9% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |