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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 | $468,306 | $100,792+364.6% | $86,691+440.2% | $134,509+248.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.60% | 29.08%-38.7pp | 35.94%-45.5pp | 418.13%-427.7pp |
| Employer contribution / active EE | $41,663 | $3,491+1093.6% | $2,837+1368.6% | $4,741+778.9% |
| Participant deferral / active EE | $19,334 | $5,339+262.1% | $4,656+315.2% | $6,400+202.1% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |