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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 | $470,314 | $167,323+181.1% | $143,770+227.1% | $134,493+249.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.00% | 0.47%-19.5pp | -0.04%-19.0pp | 418.01%-437.0pp |
| Employer contribution / active EE | $12,376 | $5,619+120.2% | $4,951+150.0% | $4,740+161.1% |
| Participant deferral / active EE | $6,250 | $6,446-3.0% | $5,638+10.9% | $6,400-2.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |