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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 | $274,420 | $84,518+224.7% | $67,704+305.3% | $125,389+118.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.67% | 2.57%-5.2pp | 25.41%-28.1pp | 282.24%-284.9pp |
| Employer contribution / active EE | $13,178 | $3,292+300.3% | $2,559+414.9% | $4,866+170.8% |
| Participant deferral / active EE | $19,104 | $4,430+331.3% | $3,585+432.9% | $5,352+257.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |