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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 | $355,422 | $211,946+67.7% | $169,452+109.7% | $135,380+162.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.28% | 3.26%-8.5pp | 1.83%-7.1pp | 519.81%-525.1pp |
| Employer contribution / active EE | $11,693 | $5,117+128.5% | $4,157+181.3% | $4,779+144.7% |
| Participant deferral / active EE | $12,358 | $6,075+103.4% | $5,277+134.2% | $5,609+120.3% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |