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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 | $319,742 | $64,719+394.0% | $112,249+184.9% | $68,486+366.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 4.06% | -11.40%+15.5pp | 27.48%-23.4pp | -7.85%+11.9pp |
| Employer contribution / active EE | $15,231 | $2,747+454.5% | $3,636+318.9% | $2,597+486.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |