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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 | $706,598 | $93,117+658.8% | $77,096+816.5% | $134,532+425.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.47% | 62.67%-78.1pp | 42.35%-57.8pp | 418.27%-433.7pp |
| Employer contribution / active EE | $14,628 | $3,420+327.7% | $2,814+419.7% | $4,741+208.5% |
| Participant deferral / active EE | $11,088 | $5,241+111.6% | $4,429+150.3% | $6,401+73.2% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |