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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 | $374,889 | $152,591+145.7% | $117,529+219.0% | $134,545+178.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.78% | 53.04%-70.8pp | 29.77%-47.5pp | 418.37%-436.1pp |
| Employer contribution / active EE | $33,188 | $5,576+495.2% | $4,179+694.1% | $4,742+599.9% |
| Participant deferral / active EE | $18,867 | $4,821+291.3% | $4,072+363.3% | $6,401+194.7% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |