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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 | $504,141 | $211,946+137.9% | $169,452+197.5% | $135,379+272.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.90% | 3.26%-10.2pp | 1.83%-8.7pp | 519.79%-526.7pp |
| Employer contribution / active EE | $20,162 | $5,117+294.0% | $4,157+385.0% | $4,779+321.9% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.1% | $5,609+118.4% |
| Admin fee / account holder | $28 | $11,472-99.8% | $9,110-99.7% | $10,828-99.7% |