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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 | $463,201 | $100,792+359.6% | $86,691+434.3% | $134,509+244.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.28% | 29.08%-47.4pp | 35.94%-54.2pp | 418.13%-436.4pp |
| Employer contribution / active EE | $13,808 | $3,491+295.6% | $2,837+386.7% | $4,741+191.3% |
| Participant deferral / active EE | $6,132 | $5,339+14.8% | $4,656+31.7% | $6,400-4.2% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |