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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 | $251,323 | $152,591+64.7% | $117,529+113.8% | $134,545+86.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.80% | 53.04%-70.8pp | 29.77%-47.6pp | 418.37%-436.2pp |
| Employer contribution / active EE | $16,112 | $5,576+188.9% | $4,179+285.5% | $4,742+239.8% |
| Participant deferral / active EE | $13,883 | $4,821+188.0% | $4,072+240.9% | $6,401+116.9% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |