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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 | $483,556 | $175,600+175.4% | $129,110+274.5% | $134,509+259.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -2.34% | -11.39%+9.0pp | -10.94%+8.6pp | 418.13%-420.5pp |
| Employer contribution / active EE | $11,901 | $6,355+87.3% | $5,052+135.6% | $4,741+151.0% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,427-100.0% |