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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 | $255,733 | $107,806+137.2% | $90,655+182.1% | $135,382+88.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.02% | -0.90%-8.1pp | 1.89%-10.9pp | 519.77%-528.8pp |
| Employer contribution / active EE | $10,311 | $3,018+241.6% | $2,532+307.3% | $4,779+115.8% |
| Participant deferral / active EE | $11,933 | $3,872+208.2% | $3,425+248.5% | $5,609+112.8% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |