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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 | $281,895 | $117,623+139.7% | $71,702+293.1% | $134,509+109.6% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -13.34% | 25.44%-38.8pp | 9.14%-22.5pp | 418.13%-431.5pp |
| Employer contribution / active EE | $6,826 | $2,525+170.3% | $1,704+300.5% | $4,741+44.0% |
| Participant deferral / active EE | $10,348 | $3,759+175.2% | $2,658+289.3% | $6,400+61.7% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,427-100.0% |