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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 | $368,029 | $167,352+119.9% | $143,788+156.0% | $134,509+173.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.89% | 0.47%-6.4pp | -0.03%-5.9pp | 418.13%-424.0pp |
| Employer contribution / active EE | $13,586 | $5,620+141.7% | $4,952+174.4% | $4,741+186.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |