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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 | $175,646+175.3% | $129,118+274.5% | $134,532+259.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -2.34% | -11.39%+9.0pp | -10.94%+8.6pp | 418.27%-420.6pp |
| Employer contribution / active EE | $11,901 | $6,355+87.3% | $5,051+135.6% | $4,741+151.0% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,429-100.0% |