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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 | $460,205 | $134,001+243.4% | $112,258+310.0% | $134,509+242.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.11% | 47.15%-49.3pp | 27.47%-29.6pp | 418.13%-420.2pp |
| Employer contribution / active EE | $2,732 | $4,039-32.4% | $3,636-24.8% | $4,741-42.4% |
| Participant deferral / active EE | $10,607 | $5,291+100.5% | $4,728+124.3% | $6,400+65.7% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |