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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 | $407,583 | $100,805+304.3% | $86,698+370.1% | $134,532+203.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.06% | 29.09%-46.1pp | 35.95%-53.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $8,983 | $3,490+157.4% | $2,837+216.7% | $4,741+89.5% |
| Participant deferral / active EE | $7,113 | $5,339+33.2% | $4,656+52.8% | $6,401+11.1% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |