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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 | $575,890 | $100,805+471.3% | $86,698+564.2% | $134,532+328.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.05% | 29.09%-38.1pp | 35.95%-45.0pp | 418.27%-427.3pp |
| Employer contribution / active EE | $29,372 | $3,490+741.6% | $2,837+935.4% | $4,741+519.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |