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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 | $344,469 | $97,027+255.0% | $83,323+313.4% | $135,382+154.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.04% | 12.31%-19.4pp | 10.63%-17.7pp | 519.77%-526.8pp |
| Employer contribution / active EE | $5,775 | $4,143+39.4% | $3,379+70.9% | $4,779+20.8% |
| Participant deferral / active EE | $17,400 | $5,964+191.7% | $5,565+212.7% | $5,609+210.2% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |