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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 | $462,893 | $73,863+526.7% | $143,797+221.9% | $68,490+575.9% |
| Participation rate | 98.4% | 66.7%+31.8pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $26,076 | $3,185+718.8% | $4,952+426.5% | $2,597+904.2% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $87 | $5,756-98.5% | $14,679-99.4% | $5,403-98.4% |