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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 | $339,440 | $94,529+259.1% | $140,019+142.4% | $64,173+428.9% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.8pp |
| Annual return | -6.76% | 7.77%-14.5pp | 651.17%-657.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $14,603 | $3,812+283.0% | $5,605+160.5% | $2,381+513.4% |
| Participant deferral / active EE | $16,322 | $5,250+210.9% | $6,927+135.6% | $3,470+370.4% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |