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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 | $404,734 | $158,852+154.8% | $121,220+233.9% | $135,380+199.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.79% | -0.64%-3.2pp | 16.94%-20.7pp | 519.81%-523.6pp |
| Employer contribution / active EE | $10,980 | $5,666+93.8% | $4,023+173.0% | $4,779+129.8% |
| Participant deferral / active EE | $24,495 | $4,006+511.5% | $3,345+632.2% | $5,609+336.7% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |