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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 | $299,902 | $140,592+113.3% | $123,105+143.6% | $125,389+139.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.20% | 16.80%-17.0pp | 13.22%-13.4pp | 282.24%-282.4pp |
| Employer contribution / active EE | $13,712 | $6,041+127.0% | $5,151+166.2% | $4,866+181.8% |
| Participant deferral / active EE | $11,448 | $6,980+64.0% | $6,229+83.8% | $5,352+113.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |