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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 | $644,128 | $211,946+203.9% | $169,452+280.1% | $135,379+375.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.84% | 3.26%-9.1pp | 1.83%-7.7pp | 519.79%-525.6pp |
| Employer contribution / active EE | $21,482 | $5,117+319.8% | $4,157+416.8% | $4,779+349.5% |
| Participant deferral / active EE | $18,468 | $6,075+204.0% | $5,277+250.0% | $5,609+229.3% |
| Admin fee / account holder | $175 | $11,472-98.5% | $9,110-98.1% | $10,828-98.4% |