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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 | $439,418 | $87,546+401.9% | $75,784+479.8% | $125,389+250.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.31% | 13.49%-13.2pp | 9.68%-9.4pp | 282.24%-281.9pp |
| Employer contribution / active EE | $34,891 | $3,930+787.8% | $3,323+949.9% | $4,866+617.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $60 | $6,503-99.1% | $5,300-98.9% | $9,541-99.4% |