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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 | $314,680 | $190,879+64.9% | $160,009+96.7% | $134,532+133.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.71% | 552.63%-561.3pp | 408.85%-417.6pp | 418.27%-427.0pp |
| Employer contribution / active EE | $9,000 | $4,995+80.2% | $4,225+113.0% | $4,741+89.8% |
| Participant deferral / active EE | $18,000 | $6,924+160.0% | $6,183+191.1% | $6,401+181.2% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |