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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 | $340,324 | $142,409+139.0% | $119,634+184.5% | $134,545+152.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.69% | -12.46%-5.2pp | -14.98%-2.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $12,573 | $5,224+140.7% | $4,232+197.1% | $4,742+165.2% |
| Participant deferral / active EE | $13,225 | $6,468+104.5% | $5,601+136.1% | $6,401+106.6% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |