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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 | $424,637 | $95,188+346.1% | $76,518+454.9% | $135,379+213.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.47% | 4.85%-4.4pp | -0.27%+0.7pp | 519.79%-519.3pp |
| Employer contribution / active EE | $13,979 | $3,303+323.2% | $2,647+428.0% | $4,779+192.5% |
| Participant deferral / active EE | $24,000 | $4,640+417.3% | $3,836+525.7% | $5,609+327.9% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |