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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 | $266,517 | $140,578+89.6% | $100,671+164.7% | $125,389+112.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.47% | 24.67%-27.1pp | 20.43%-22.9pp | 282.24%-284.7pp |
| Employer contribution / active EE | $10,133 | $5,965+69.9% | $4,012+152.6% | $4,866+108.2% |
| Participant deferral / active EE | $24,000 | $3,981+502.8% | $3,144+663.5% | $5,352+348.5% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |