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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 | $257,379 | $133,998+92.1% | $112,263+129.3% | $134,545+91.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.97% | 47.17%-61.1pp | 27.49%-41.5pp | 418.37%-432.3pp |
| Employer contribution / active EE | $8,151 | $4,040+101.7% | $3,636+124.2% | $4,742+71.9% |
| Participant deferral / active EE | $4,500 | $5,292-15.0% | $4,729-4.8% | $6,401-29.7% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |