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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 | $639,644 | $133,983+377.4% | $112,244+469.9% | $134,493+375.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.21% | 47.13%-51.3pp | 27.46%-31.7pp | 418.01%-422.2pp |
| Employer contribution / active EE | $16,343 | $4,039+304.7% | $3,635+349.6% | $4,740+244.8% |
| Participant deferral / active EE | $9,867 | $5,291+86.5% | $4,728+108.7% | $6,400+54.2% |
| Admin fee / account holder | $0 | $7,490-100.0% | $6,411-100.0% | $11,425-100.0% |