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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 | $479,997 | $82,324+483.1% | $68,803+597.6% | $134,545+256.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.34% | -2.17%-16.2pp | -6.37%-12.0pp | 418.37%-436.7pp |
| Employer contribution / active EE | $13,886 | $3,302+320.6% | $2,656+422.9% | $4,742+192.9% |
| Participant deferral / active EE | $7,235 | $4,740+52.6% | $3,942+83.5% | $6,401+13.0% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |