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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 | $252,431 | $92,219+173.7% | $76,767+228.8% | $135,380+86.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.45% | 5.46%-10.9pp | 2.43%-7.9pp | 519.81%-525.3pp |
| Employer contribution / active EE | $28,072 | $3,216+772.9% | $2,485+1029.5% | $4,779+487.4% |
| Participant deferral / active EE | $15,133 | $4,508+235.7% | $3,852+292.9% | $5,609+169.8% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |