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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 | $541,022 | $152,597+254.5% | $117,533+360.3% | $134,532+302.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.18% | 53.04%-73.2pp | 29.77%-49.9pp | 418.27%-438.4pp |
| Employer contribution / active EE | $26,173 | $5,576+369.4% | $4,179+526.3% | $4,741+452.0% |
| Participant deferral / active EE | $17,794 | $4,821+269.1% | $4,072+336.9% | $6,401+178.0% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |