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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 | $434,602 | $93,098+366.8% | $77,081+463.8% | $134,509+223.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.72% | 62.63%-82.4pp | 42.33%-62.0pp | 418.13%-437.9pp |
| Employer contribution / active EE | $38,798 | $3,419+1034.7% | $2,813+1279.0% | $4,741+718.4% |
| Participant deferral / active EE | $21,682 | $5,239+313.8% | $4,428+389.7% | $6,400+238.8% |
| Admin fee / account holder | $120 | $6,945-98.3% | $5,427-97.8% | $11,427-98.9% |