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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 | $368,623 | $167,353+120.3% | $143,797+156.3% | $134,545+174.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.15% | 0.48%-7.6pp | -0.04%-7.1pp | 418.37%-425.5pp |
| Employer contribution / active EE | $13,366 | $5,620+137.8% | $4,952+169.9% | $4,742+181.9% |
| Participant deferral / active EE | $15,580 | $6,447+141.7% | $5,638+176.3% | $6,401+143.4% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |