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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 | $610,590 | $133,998+355.7% | $112,263+443.9% | $134,545+353.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.59% | 47.17%-55.8pp | 27.49%-36.1pp | 418.37%-427.0pp |
| Employer contribution / active EE | $40,500 | $4,040+902.4% | $3,636+1013.8% | $4,742+754.2% |
| Participant deferral / active EE | $20,500 | $5,292+287.4% | $4,729+333.5% | $6,401+220.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |