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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 | $444,646 | $95,915+363.6% | $79,580+458.7% | $134,532+230.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.05% | -2.71%-14.3pp | 0.15%-17.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $9,987 | $3,129+219.2% | $2,413+313.8% | $4,741+110.7% |
| Participant deferral / active EE | $13,769 | $4,693+193.4% | $3,985+245.5% | $6,401+115.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |