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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 | $1,289,025 | $152,591+744.8% | $117,529+996.8% | $134,545+858.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.06% | 53.04%-69.1pp | 29.77%-45.8pp | 418.37%-434.4pp |
| Employer contribution / active EE | $40,500 | $5,576+626.3% | $4,179+869.1% | $4,742+754.2% |
| Participant deferral / active EE | $28,125 | $4,821+483.4% | $4,072+590.6% | $6,401+339.4% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |