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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 | $873,629 | $167,353+422.0% | $143,797+507.5% | $134,545+549.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.00% | 0.48%-17.5pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $15,918 | $5,620+183.2% | $4,952+221.4% | $4,742+235.7% |
| Participant deferral / active EE | $17,500 | $6,447+171.4% | $5,638+210.4% | $6,401+173.4% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |