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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 | $423,770 | $167,362+153.2% | $143,799+194.7% | $134,532+215.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.45% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $14,190 | $5,620+152.5% | $4,952+186.5% | $4,741+199.3% |
| Participant deferral / active EE | $8,785 | $6,447+36.3% | $5,638+55.8% | $6,401+37.2% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |