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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 | $445,400 | $95,188+367.9% | $76,518+482.1% | $135,380+229.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -2.23% | 4.85%-7.1pp | -0.27%-2.0pp | 519.81%-522.0pp |
| Employer contribution / active EE | $7,875 | $3,303+138.4% | $2,647+197.5% | $4,779+64.8% |
| Participant deferral / active EE | $13,250 | $4,640+185.6% | $3,836+245.4% | $5,609+136.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |