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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 | $473,438 | $95,895+393.7% | $79,576+495.0% | $134,509+252.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -4.58% | -2.72%-1.9pp | 0.15%-4.7pp | 418.13%-422.7pp |
| Employer contribution / active EE | $10,000 | $3,128+219.7% | $2,413+314.4% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |