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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 | $756,749 | $134,001+464.7% | $112,258+574.1% | $134,509+462.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.43% | 47.15%-56.6pp | 27.47%-36.9pp | 418.13%-427.6pp |
| Employer contribution / active EE | $18,748 | $4,039+364.1% | $3,636+415.7% | $4,741+295.5% |
| Participant deferral / active EE | $26,000 | $5,291+391.4% | $4,728+449.9% | $6,400+306.2% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |