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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 | $481,997 | $25,979+1755.3% | $71,755+571.7% | $68,486+603.8% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | 142.04% | -15.10%+157.1pp | 9.09%+133.0pp | -7.85%+149.9pp |
| Employer contribution / active EE | $9,671 | $900+974.1% | $1,704+467.7% | $2,597+272.5% |
| Participant deferral / active EE | $0 | $1,522-100.0% | $2,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,972-100.0% | $5,404-100.0% |