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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 | $299,218 | $158,852+88.4% | $121,220+146.8% | $135,380+121.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.35% | -0.64%-2.7pp | 16.94%-20.3pp | 519.81%-523.2pp |
| Employer contribution / active EE | $32,045 | $5,666+465.6% | $4,023+696.6% | $4,779+570.6% |
| Participant deferral / active EE | $21,000 | $4,006+424.3% | $3,345+527.8% | $5,609+274.4% |
| Admin fee / account holder | $278 | $6,515-95.7% | $5,021-94.5% | $10,828-97.4% |