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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 | $311,785 | $152,591+104.3% | $117,529+165.3% | $134,545+131.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.24% | 53.04%-70.3pp | 29.77%-47.0pp | 418.37%-435.6pp |
| Employer contribution / active EE | $18,476 | $5,576+231.3% | $4,179+342.1% | $4,742+289.7% |
| Participant deferral / active EE | $14,695 | $4,821+204.8% | $4,072+260.9% | $6,401+129.6% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |