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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 | $514,581 | $99,032+419.6% | $80,022+543.1% | $135,379+280.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.43% | 15.39%-23.8pp | 11.22%-19.7pp | 519.79%-528.2pp |
| Employer contribution / active EE | $9,866 | $3,043+224.2% | $2,468+299.8% | $4,779+106.5% |
| Participant deferral / active EE | $16,279 | $4,282+280.2% | $3,686+341.7% | $5,609+190.2% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |