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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 | $288,741 | $78,694+266.9% | $67,652+326.8% | $125,389+130.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.23% | 9.46%-10.7pp | 6625.40%-6626.6pp | 282.24%-283.5pp |
| Employer contribution / active EE | $12,230 | $3,044+301.8% | $2,266+439.8% | $4,866+151.3% |
| Participant deferral / active EE | $6,732 | $4,292+56.8% | $3,560+89.1% | $5,352+25.8% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |