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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 | $448,339 | $83,908+434.3% | $68,509+554.4% | $125,389+257.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.66% | 14.48%-17.1pp | 8.27%-10.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $9,670 | $3,031+219.0% | $2,278+324.5% | $4,866+98.7% |
| Participant deferral / active EE | $4,450 | $4,125+7.9% | $3,382+31.6% | $5,352-16.8% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |