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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 | $422,807 | $95,895+340.9% | $79,576+431.3% | $134,509+214.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.14% | -2.72%-10.4pp | 0.15%-13.3pp | 418.13%-431.3pp |
| Employer contribution / active EE | $13,514 | $3,128+332.0% | $2,413+460.0% | $4,741+185.1% |
| Participant deferral / active EE | $7,977 | $4,693+70.0% | $3,985+100.2% | $6,400+24.6% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |