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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 | $1,124,861 | $82,324+1266.4% | $68,803+1534.9% | $134,545+736.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.62% | -2.17%-13.4pp | -6.37%-9.2pp | 418.37%-434.0pp |
| Employer contribution / active EE | $11,500 | $3,302+248.3% | $2,656+333.0% | $4,742+142.5% |
| Participant deferral / active EE | $20,000 | $4,740+322.0% | $3,942+407.4% | $6,401+212.4% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |