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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 | $316,263 | $93,124+239.6% | $77,100+310.2% | $134,545+135.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.74% | 62.68%-81.4pp | 42.35%-61.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $31,483 | $3,421+820.2% | $2,815+1018.4% | $4,742+564.0% |
| Participant deferral / active EE | $19,167 | $5,242+265.6% | $4,430+332.7% | $6,401+199.4% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |