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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 | $269,943 | $64,311+319.7% | $57,356+370.6% | $125,389+115.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.51% | 25.14%-25.7pp | 24.41%-24.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $4,000 | $3,193+25.3% | $2,689+48.8% | $4,866-17.8% |
| Participant deferral / active EE | $16,500 | $3,846+329.0% | $3,162+421.9% | $5,352+208.3% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |