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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 | $842,986 | $149,333+464.5% | $106,387+692.4% | $135,379+522.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -6.23% | 0.52%-6.7pp | 0.25%-6.5pp | 519.79%-526.0pp |
| Employer contribution / active EE | $22,865 | $4,984+358.8% | $3,520+549.6% | $4,779+378.5% |
| Participant deferral / active EE | $8,316 | $7,230+15.0% | $5,421+53.4% | $5,609+48.3% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,828-100.0% |