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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 | $497,924 | $106,549+367.3% | $91,225+445.8% | $134,509+270.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.58% | 160.73%-177.3pp | 114.10%-130.7pp | 418.13%-434.7pp |
| Employer contribution / active EE | $3,083 | $3,331-7.5% | $2,851+8.1% | $4,741-35.0% |
| Participant deferral / active EE | $15,038 | $4,719+218.6% | $4,234+255.2% | $6,400+134.9% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |