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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 | $369,618 | $142,409+159.5% | $119,634+209.0% | $134,545+174.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.67% | -12.46%-3.2pp | -14.98%-0.7pp | 418.37%-434.0pp |
| Employer contribution / active EE | $22,174 | $5,224+324.4% | $4,232+423.9% | $4,742+367.7% |
| Participant deferral / active EE | $13,500 | $6,468+108.7% | $5,601+141.0% | $6,401+110.9% |
| Admin fee / account holder | $229 | $13,594-98.3% | $10,329-97.8% | $11,431-98.0% |