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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 | $265,092 | $158,852+66.9% | $121,220+118.7% | $135,380+95.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -0.91% | -0.64%-0.3pp | 16.94%-17.8pp | 519.81%-520.7pp |
| Employer contribution / active EE | $17,011 | $5,666+200.2% | $4,023+322.9% | $4,779+256.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |