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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 | $596,357 | $92,219+546.7% | $76,767+676.8% | $135,380+340.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.10% | 5.46%-9.6pp | 2.43%-6.5pp | 519.81%-523.9pp |
| Employer contribution / active EE | $10,000 | $3,216+211.0% | $2,485+302.4% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |