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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 | $438,169 | $97,020+351.6% | $83,327+425.8% | $135,380+223.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.49% | 12.31%-18.8pp | 10.64%-17.1pp | 519.81%-526.3pp |
| Employer contribution / active EE | $13,119 | $4,144+216.6% | $3,379+288.3% | $4,779+174.5% |
| Participant deferral / active EE | $12,000 | $5,964+101.2% | $5,565+115.6% | $5,609+113.9% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |