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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 | $708,724 | $142,409+397.7% | $119,634+492.4% | $134,545+426.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.08% | -12.46%-0.6pp | -14.98%+1.9pp | 418.37%-431.4pp |
| Employer contribution / active EE | $28,047 | $5,224+436.9% | $4,232+562.7% | $4,742+491.5% |
| Participant deferral / active EE | $18,000 | $6,468+178.3% | $5,601+221.4% | $6,401+181.2% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |