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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 | $262,686 | $90,590+190.0% | $90,782+189.4% | $135,380+94.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.27% | -3.40%-3.9pp | -3.42%-3.8pp | 519.81%-527.1pp |
| Employer contribution / active EE | $36,500 | $4,352+738.6% | $4,105+789.1% | $4,779+663.8% |
| Participant deferral / active EE | $18,500 | $5,407+242.2% | $5,366+244.8% | $5,609+229.8% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,828-100.0% |