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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 | $285,552 | $90,590+215.2% | $90,782+214.5% | $135,380+110.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -8.75% | -3.40%-5.4pp | -3.42%-5.3pp | 519.81%-528.6pp |
| Employer contribution / active EE | $15,356 | $4,352+252.8% | $4,105+274.1% | $4,779+221.3% |
| Participant deferral / active EE | $12,579 | $5,407+132.7% | $5,366+134.4% | $5,609+124.3% |
| Admin fee / account holder | $10 | $7,683-99.9% | $5,908-99.8% | $10,828-99.9% |