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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 | $528,128 | $140,578+275.7% | $100,671+424.6% | $125,388+321.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.90% | 24.67%-27.6pp | 20.43%-23.3pp | 282.24%-285.1pp |
| Employer contribution / active EE | $18,802 | $5,965+215.2% | $4,012+368.6% | $4,866+286.4% |
| Participant deferral / active EE | $14,067 | $3,981+253.3% | $3,144+347.5% | $5,352+162.9% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |