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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 | $324,238 | $95,915+238.0% | $79,580+307.4% | $134,532+141.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.81% | -2.71%-15.1pp | 0.15%-18.0pp | 418.27%-436.1pp |
| Employer contribution / active EE | $17,392 | $3,129+455.9% | $2,413+620.6% | $4,741+266.8% |
| Participant deferral / active EE | $9,857 | $4,693+110.0% | $3,985+147.3% | $6,401+54.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |