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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 | $1,269,520 | $129,959+876.9% | $104,301+1117.2% | $134,532+843.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -7.41% | 42.04%-49.4pp | 24.61%-32.0pp | 418.27%-425.7pp |
| Employer contribution / active EE | $18,660 | $4,185+345.8% | $3,373+453.3% | $4,741+293.6% |
| Participant deferral / active EE | $15,080 | $5,589+169.8% | $4,626+226.0% | $6,401+135.6% |
| Admin fee / account holder | $145 | $9,325-98.4% | $7,340-98.0% | $11,429-98.7% |