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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 | $294,282 | $87,546+236.1% | $75,784+288.3% | $125,389+134.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.76% | 13.49%-15.2pp | 9.68%-11.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $21,384 | $3,930+444.1% | $3,323+543.4% | $4,866+339.4% |
| Participant deferral / active EE | $7,089 | $4,230+67.6% | $3,652+94.1% | $5,352+32.5% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |