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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 | $372,909 | $140,592+165.2% | $123,106+202.9% | $125,388+197.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.49% | 16.80%-17.3pp | 13.22%-13.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $14,471 | $6,041+139.5% | $5,151+180.9% | $4,866+197.4% |
| Participant deferral / active EE | $11,076 | $6,980+58.7% | $6,229+77.8% | $5,352+107.0% |
| Admin fee / account holder | $25 | $11,198-99.8% | $9,015-99.7% | $9,541-99.7% |