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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 | $349,589 | $142,392+145.5% | $119,622+192.2% | $134,532+159.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.34% | -12.46%-2.9pp | -14.98%-0.4pp | 418.27%-433.6pp |
| Employer contribution / active EE | $13,451 | $5,224+157.5% | $4,232+217.8% | $4,741+183.7% |
| Participant deferral / active EE | $19,183 | $6,467+196.6% | $5,601+242.5% | $6,401+199.7% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |