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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 | $307,704 | $82,314+273.8% | $68,808+347.2% | $134,532+128.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -15.57% | -2.18%-13.4pp | -6.37%-9.2pp | 418.27%-433.8pp |
| Employer contribution / active EE | $7,650 | $3,301+131.7% | $2,656+188.1% | $4,741+61.4% |
| Participant deferral / active EE | $19,246 | $4,740+306.1% | $3,942+388.2% | $6,401+200.7% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |