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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 | $306,070 | $100,805+203.6% | $86,698+253.0% | $134,532+127.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -2.34% | 29.09%-31.4pp | 35.95%-38.3pp | 418.27%-420.6pp |
| Employer contribution / active EE | $41,263 | $3,490+1082.3% | $2,837+1354.6% | $4,741+770.3% |
| Participant deferral / active EE | $39,600 | $5,339+641.7% | $4,656+750.5% | $6,401+518.7% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |