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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 | $133,998+377.4% | $112,263+469.8% | $134,545+375.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.21% | 47.17%-51.4pp | 27.49%-31.7pp | 418.37%-422.6pp |
| Employer contribution / active EE | $16,343 | $4,040+304.5% | $3,636+349.5% | $4,742+244.7% |
| Participant deferral / active EE | $9,867 | $5,292+86.4% | $4,729+108.6% | $6,401+54.1% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |