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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 | $275,969 | $127,387+116.6% | $115,038+139.9% | $125,389+120.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.72% | 31.28%-33.0pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $12,241 | $5,166+136.9% | $4,608+165.7% | $4,866+151.6% |
| Participant deferral / active EE | $2,926 | $6,423-54.4% | $6,026-51.5% | $5,352-45.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |