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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 | $323,483 | $131,835+145.4% | $108,582+197.9% | $273,970+18.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.33% | -91.57%+98.9pp | -51.70%+59.0pp | 41.46%-34.1pp |
| Employer contribution / active EE | $21,542 | $4,913+338.5% | $3,758+473.2% | $4,869+342.5% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6 | $10,253-99.9% | $7,645-99.9% | $10,132-99.9% |