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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 | $351,017 | $133,981+162.0% | $112,249+212.7% | $134,532+160.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.45% | 47.16%-65.6pp | 27.48%-45.9pp | 418.27%-436.7pp |
| Employer contribution / active EE | $3,784 | $4,040-6.3% | $3,636+4.1% | $4,741-20.2% |
| Participant deferral / active EE | $8,005 | $5,292+51.3% | $4,729+69.3% | $6,401+25.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |