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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 | $289,674 | $167,353+73.1% | $143,797+101.4% | $134,545+115.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.48% | 0.48%-10.0pp | -0.04%-9.4pp | 418.37%-427.9pp |
| Employer contribution / active EE | $29,842 | $5,620+430.9% | $4,952+502.6% | $4,742+529.4% |
| Participant deferral / active EE | $2,167 | $6,447-66.4% | $5,638-61.6% | $6,401-66.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |