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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 | $445,123 | $167,362+166.0% | $143,799+209.5% | $134,532+230.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.09% | 0.47%-17.6pp | -0.04%-17.0pp | 418.27%-435.4pp |
| Employer contribution / active EE | $28,875 | $5,620+413.8% | $4,952+483.1% | $4,741+509.0% |
| Participant deferral / active EE | $18,625 | $6,447+188.9% | $5,638+230.3% | $6,401+191.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |