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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 | $262,830 | $127,100+106.8% | $105,738+148.6% | $135,379+94.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.35% | 4.49%-9.8pp | 6.27%-11.6pp | 519.79%-525.1pp |
| Employer contribution / active EE | $10,506 | $4,107+155.8% | $3,268+221.5% | $4,779+119.8% |
| Participant deferral / active EE | $8,200 | $5,064+61.9% | $4,080+101.0% | $5,609+46.2% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |