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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 | $352,619 | $127,096+177.4% | $105,736+233.5% | $135,380+160.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.99% | 4.49%-12.5pp | 6.27%-14.3pp | 519.81%-527.8pp |
| Employer contribution / active EE | $4,680 | $4,107+14.0% | $3,268+43.2% | $4,779-2.1% |
| Participant deferral / active EE | $24,500 | $5,064+383.8% | $4,080+500.5% | $5,609+336.8% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |