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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 | $257,070 | $78,694+226.7% | $67,652+280.0% | $125,389+105.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.74% | 9.46%-11.2pp | 6625.40%-6627.1pp | 282.24%-284.0pp |
| Employer contribution / active EE | $18,273 | $3,044+500.3% | $2,266+706.5% | $4,866+275.5% |
| Participant deferral / active EE | $6,840 | $4,292+59.4% | $3,560+92.1% | $5,352+27.8% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |