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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 | $600,208 | $67,396+790.6% | $60,919+885.2% | $134,545+346.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.13% | 50.12%-68.3pp | 16.96%-35.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $12,605 | $3,101+306.5% | $2,704+366.2% | $4,742+165.8% |
| Participant deferral / active EE | $17,000 | $4,534+274.9% | $3,814+345.7% | $6,401+165.6% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |