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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 | $283,622 | $93,023+204.9% | $77,027+268.2% | $134,493+110.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.29% | 62.61%-83.9pp | 42.32%-63.6pp | 418.01%-439.3pp |
| Employer contribution / active EE | $7,634 | $3,418+123.3% | $2,813+171.4% | $4,740+61.1% |
| Participant deferral / active EE | $13,370 | $5,238+155.2% | $4,427+202.0% | $6,400+108.9% |
| Admin fee / account holder | $8 | $6,944-99.9% | $5,425-99.9% | $11,425-99.9% |