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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 | $260,600 | $129,960+100.5% | $104,299+149.9% | $134,545+93.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.35% | 42.06%-55.4pp | 24.62%-38.0pp | 418.37%-431.7pp |
| Employer contribution / active EE | $7,851 | $4,186+87.5% | $3,373+132.7% | $4,742+65.6% |
| Participant deferral / active EE | $23,750 | $5,589+324.9% | $4,626+413.4% | $6,401+271.0% |
| Admin fee / account holder | $162 | $9,324-98.3% | $7,339-97.8% | $11,431-98.6% |