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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 | $303,031 | $100,792+200.6% | $86,691+249.6% | $134,509+125.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.77% | 29.08%-44.9pp | 35.94%-51.7pp | 418.13%-433.9pp |
| Employer contribution / active EE | $5,257 | $3,491+50.6% | $2,837+85.3% | $4,741+10.9% |
| Participant deferral / active EE | $14,779 | $5,339+176.8% | $4,656+217.4% | $6,400+130.9% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |