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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 | $310,427 | $95,895+223.7% | $79,576+290.1% | $134,509+130.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.18% | -2.72%-14.5pp | 0.15%-17.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $8,820 | $3,128+181.9% | $2,413+265.5% | $4,741+86.1% |
| Participant deferral / active EE | $11,134 | $4,693+137.2% | $3,985+179.4% | $6,400+74.0% |
| Admin fee / account holder | $2 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |