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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 | $419,331 | $167,352+150.6% | $143,788+191.6% | $134,509+211.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.39% | 0.47%-12.9pp | -0.03%-12.4pp | 418.13%-430.5pp |
| Employer contribution / active EE | $20,950 | $5,620+272.8% | $4,952+323.1% | $4,741+341.9% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,400+110.9% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |