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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 | $442,640 | $100,811+339.1% | $86,698+410.6% | $134,545+229.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.77% | 29.11%-43.9pp | 35.96%-50.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $19,342 | $3,490+454.2% | $2,837+581.8% | $4,742+307.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |