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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 | $279,708 | $167,362+67.1% | $143,799+94.5% | $134,532+107.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.75% | 0.47%-6.2pp | -0.04%-5.7pp | 418.27%-424.0pp |
| Employer contribution / active EE | $5,567 | $5,620-0.9% | $4,952+12.4% | $4,741+17.4% |
| Participant deferral / active EE | $13,915 | $6,447+115.8% | $5,638+146.8% | $6,401+117.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |