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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 | $570,440 | $82,324+592.9% | $68,803+729.1% | $134,545+324.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.85% | -2.17%-12.7pp | -6.37%-8.5pp | 418.37%-433.2pp |
| Employer contribution / active EE | $13,545 | $3,302+310.2% | $2,656+410.0% | $4,742+185.7% |
| Participant deferral / active EE | $7,350 | $4,740+55.1% | $3,942+86.5% | $6,401+14.8% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |