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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 | $611,271 | $167,352+265.3% | $143,788+325.1% | $134,509+354.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.42% | 0.47%-18.9pp | -0.03%-18.4pp | 418.13%-436.6pp |
| Employer contribution / active EE | $15,412 | $5,620+174.2% | $4,952+211.2% | $4,741+225.1% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,400+321.9% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |