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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 | $363,643 | $92,684+292.3% | $82,706+339.7% | $134,509+170.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.15% | 945.84%-961.0pp | 701.76%-716.9pp | 418.13%-433.3pp |
| Employer contribution / active EE | $5,312 | $3,272+62.4% | $3,007+76.6% | $4,741+12.0% |
| Participant deferral / active EE | $13,996 | $4,800+191.6% | $4,394+218.6% | $6,400+118.7% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |