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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 | $258,713 | $85,790+201.6% | $67,313+284.3% | $135,380+91.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.89% | -0.54%-8.4pp | -4.08%-4.8pp | 519.81%-528.7pp |
| Employer contribution / active EE | $25,000 | $3,487+616.9% | $2,566+874.4% | $4,779+423.1% |
| Participant deferral / active EE | $5,000 | $4,651+7.5% | $3,568+40.1% | $5,609-10.9% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |