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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 | $590,734 | $167,353+253.0% | $143,797+310.8% | $134,545+339.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.82% | 0.48%-17.3pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $20,894 | $5,620+271.7% | $4,952+321.9% | $4,742+340.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |