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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 | $325,757 | $92,219+253.2% | $76,767+324.3% | $135,380+140.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.89% | 5.46%-6.3pp | 2.43%-3.3pp | 519.81%-520.7pp |
| Employer contribution / active EE | $14,887 | $3,216+362.9% | $2,485+499.0% | $4,779+211.5% |
| Participant deferral / active EE | $6,857 | $4,508+52.1% | $3,852+78.0% | $5,609+22.3% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |