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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 | $259,061 | $95,915+170.1% | $79,580+225.5% | $134,532+92.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -19.70% | -2.71%-17.0pp | 0.15%-19.9pp | 418.27%-438.0pp |
| Employer contribution / active EE | $8,823 | $3,129+182.0% | $2,413+265.6% | $4,741+86.1% |
| Participant deferral / active EE | $12,141 | $4,693+158.7% | $3,985+204.6% | $6,401+89.7% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |