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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 | $1,166,652 | $127,096+817.9% | $105,736+1003.4% | $135,380+761.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.30% | 4.49%-10.8pp | 6.27%-12.6pp | 519.81%-526.1pp |
| Employer contribution / active EE | $37,358 | $4,107+809.7% | $3,268+1043.0% | $4,779+681.7% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |