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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 | $939,401 | $86,701+983.5% | $73,309+1181.4% | $125,389+649.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.22% | 2.78%-6.0pp | 5.67%-8.9pp | 282.24%-285.5pp |
| Employer contribution / active EE | $15,236 | $4,152+266.9% | $3,237+370.6% | $4,866+213.1% |
| Participant deferral / active EE | $12,000 | $5,549+116.2% | $4,991+140.4% | $5,352+124.2% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |