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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 | $893,912 | $167,362+434.1% | $143,799+521.6% | $134,532+564.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.40% | 0.47%-13.9pp | -0.04%-13.4pp | 418.27%-431.7pp |
| Employer contribution / active EE | $17,378 | $5,620+209.2% | $4,952+250.9% | $4,741+266.5% |
| Participant deferral / active EE | $12,962 | $6,447+101.0% | $5,638+129.9% | $6,401+102.5% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |