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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 | $561,938 | $75,832+641.0% | $147,617+280.7% | $59,633+842.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.98% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $28,536 | $3,485+718.9% | $5,564+412.8% | $2,203+1195.5% |
| Participant deferral / active EE | $14,386 | $3,131+359.5% | $4,895+193.9% | $3,192+350.7% |
| Admin fee / account holder | $20 | $5,986-99.7% | $11,612-99.8% | $4,297-99.5% |