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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 | $550,108 | $167,353+228.7% | $143,797+282.6% | $134,545+308.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.01% | 0.48%-12.5pp | -0.04%-12.0pp | 418.37%-430.4pp |
| Employer contribution / active EE | $12,000 | $5,620+113.5% | $4,952+142.3% | $4,742+153.1% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,401+321.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |