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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 | $543,089 | $99,032+448.4% | $80,022+578.7% | $135,380+301.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.60% | 15.39%-22.0pp | 11.22%-17.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $4,672 | $3,043+53.5% | $2,468+89.3% | $4,779-2.2% |
| Participant deferral / active EE | $20,200 | $4,282+371.7% | $3,686+448.0% | $5,609+260.1% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |