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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 | $359,257 | $95,867+274.7% | $79,551+351.6% | $134,493+167.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.49% | -2.73%-15.8pp | 0.14%-18.6pp | 418.01%-436.5pp |
| Employer contribution / active EE | $38,500 | $3,128+1131.0% | $2,413+1495.7% | $4,740+712.2% |
| Participant deferral / active EE | $18,788 | $4,692+300.4% | $3,985+371.5% | $6,400+193.6% |
| Admin fee / account holder | $0 | $9,127-100.0% | $6,833-100.0% | $11,425-100.0% |