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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 | $445,962 | $158,852+180.7% | $121,220+267.9% | $135,380+229.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -9.44% | -0.64%-8.8pp | 16.94%-26.4pp | 519.81%-529.2pp |
| Employer contribution / active EE | $16,563 | $5,666+192.3% | $4,023+311.8% | $4,779+246.6% |
| Participant deferral / active EE | $16,333 | $4,006+307.8% | $3,345+388.3% | $5,609+191.2% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |