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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 | $338,293 | $142,392+137.6% | $119,622+182.8% | $134,532+151.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.01% | -12.46%+1.5pp | -14.98%+4.0pp | 418.27%-429.3pp |
| Employer contribution / active EE | $11,790 | $5,224+125.7% | $4,232+178.6% | $4,741+148.7% |
| Participant deferral / active EE | $15,556 | $6,467+140.5% | $5,601+177.8% | $6,401+143.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |