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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 | $254,068 | $167,353+51.8% | $143,797+76.7% | $134,545+88.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.07% | 0.48%-1.6pp | -0.04%-1.0pp | 418.37%-419.4pp |
| Employer contribution / active EE | $16,763 | $5,620+198.2% | $4,952+238.5% | $4,742+253.5% |
| Participant deferral / active EE | $6,642 | $6,447+3.0% | $5,638+17.8% | $6,401+3.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |