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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 | $308,921 | $142,361+117.0% | $119,608+158.3% | $134,509+129.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.78% | -12.46%+3.7pp | -14.98%+6.2pp | 418.13%-426.9pp |
| Employer contribution / active EE | $12,438 | $5,224+138.1% | $4,232+193.9% | $4,741+162.4% |
| Participant deferral / active EE | $15,438 | $6,468+138.7% | $5,601+175.6% | $6,400+141.2% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |