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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 | $586,978 | $142,361+312.3% | $119,608+390.8% | $134,509+336.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.19% | -12.46%-5.7pp | -14.98%-3.2pp | 418.13%-436.3pp |
| Employer contribution / active EE | $51,768 | $5,224+891.0% | $4,232+1123.1% | $4,741+992.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |