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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 | $268,534 | $85,790+213.0% | $67,313+298.9% | $135,380+98.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.22% | -0.54%-6.7pp | -4.08%-3.1pp | 519.81%-527.0pp |
| Employer contribution / active EE | $17,435 | $3,487+400.0% | $2,566+579.6% | $4,779+264.8% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |