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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 | $679,648 | $133,998+407.2% | $112,263+505.4% | $134,545+405.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.25% | 47.17%-64.4pp | 27.49%-44.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $21,856 | $4,040+441.0% | $3,636+501.1% | $4,742+361.0% |
| Participant deferral / active EE | $6,084 | $5,292+15.0% | $4,729+28.6% | $6,401-5.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |