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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 | $319,168 | $133,981+138.2% | $112,249+184.3% | $134,532+137.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.90% | 47.16%-62.1pp | 27.48%-42.4pp | 418.27%-433.2pp |
| Employer contribution / active EE | $28,644 | $4,040+609.1% | $3,636+687.8% | $4,741+504.2% |
| Participant deferral / active EE | $23,389 | $5,292+342.0% | $4,729+394.6% | $6,401+265.4% |
| Admin fee / account holder | $84 | $7,492-98.9% | $6,412-98.7% | $11,429-99.3% |