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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 | $550,826 | $93,124+491.5% | $77,100+614.4% | $134,545+309.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.14% | 62.68%-75.8pp | 42.35%-55.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $26,667 | $3,421+679.4% | $2,815+847.3% | $4,742+462.4% |
| Participant deferral / active EE | $18,000 | $5,242+243.4% | $4,430+306.4% | $6,401+181.2% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |