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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 | $510,829 | $133,998+281.2% | $112,263+355.0% | $134,545+279.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.42% | 47.17%-62.6pp | 27.49%-42.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $4,965 | $4,040+22.9% | $3,636+36.5% | $4,742+4.7% |
| Participant deferral / active EE | $22,489 | $5,292+324.9% | $4,729+375.5% | $6,401+251.3% |
| Admin fee / account holder | $56 | $7,493-99.2% | $6,410-99.1% | $11,431-99.5% |