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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 | $280,633 | $131,835+112.9% | $108,582+158.5% | $273,972+2.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.49% | -91.57%+99.1pp | -51.70%+59.2pp | 41.46%-34.0pp |
| Employer contribution / active EE | $12,600 | $4,913+156.5% | $3,758+235.3% | $4,869+158.8% |
| Participant deferral / active EE | $5,775 | $5,127+12.6% | $4,311+34.0% | $5,287+9.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |