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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 | $904,032 | $95,188+849.7% | $76,518+1081.5% | $135,380+567.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -0.45% | 4.85%-5.3pp | -0.27%-0.2pp | 519.81%-520.3pp |
| Employer contribution / active EE | $10,900 | $3,303+230.0% | $2,647+311.7% | $4,779+128.1% |
| Participant deferral / active EE | $20,500 | $4,640+341.8% | $3,836+434.4% | $5,609+265.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |