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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 | $558,842 | $100,811+454.3% | $86,698+544.6% | $134,545+315.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.84% | 29.11%-46.0pp | 35.96%-52.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $16,902 | $3,490+384.3% | $2,837+495.8% | $4,742+256.5% |
| Participant deferral / active EE | $14,296 | $5,339+167.8% | $4,656+207.0% | $6,401+123.3% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |