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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 | $280,356 | $67,214+317.1% | $61,491+355.9% | $134,532+108.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.01% | -12.08%-5.9pp | -12.98%-5.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $30,459 | $4,974+512.3% | $4,246+617.4% | $4,741+542.4% |
| Participant deferral / active EE | $20,500 | $6,103+235.9% | $5,188+295.1% | $6,401+220.3% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,429-100.0% |