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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 | $263,073 | $95,917+174.3% | $79,583+230.6% | $134,545+95.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.48% | -2.70%-15.8pp | 0.16%-18.6pp | 418.37%-436.9pp |
| Employer contribution / active EE | $13,207 | $3,129+322.0% | $2,414+447.2% | $4,742+178.5% |
| Participant deferral / active EE | $14,300 | $4,694+204.6% | $3,986+258.8% | $6,401+123.4% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |