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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 | $384,909 | $106,551+261.2% | $91,225+321.9% | $134,532+186.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.20% | 160.78%-171.0pp | 114.12%-124.3pp | 418.27%-428.5pp |
| Employer contribution / active EE | $14,242 | $3,331+327.5% | $2,851+399.6% | $4,741+200.4% |
| Participant deferral / active EE | $9,458 | $4,718+100.5% | $4,233+123.4% | $6,401+47.8% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |