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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 | $444,078 | $99,032+348.4% | $80,022+454.9% | $135,379+228.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.79% | 15.39%-20.2pp | 11.22%-16.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $18,025 | $3,043+492.3% | $2,468+630.4% | $4,779+277.2% |
| Participant deferral / active EE | $16,230 | $4,282+279.0% | $3,686+340.3% | $5,609+189.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |