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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 | $380,277 | $158,852+139.4% | $121,220+213.7% | $135,380+180.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.60% | -0.64%-4.0pp | 16.94%-21.5pp | 519.81%-524.4pp |
| Employer contribution / active EE | $2,327 | $5,666-58.9% | $4,023-42.1% | $4,779-51.3% |
| Participant deferral / active EE | $17,750 | $4,006+343.1% | $3,345+430.6% | $5,609+216.5% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |