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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 | $307,955 | $140,592+119.0% | $123,105+150.2% | $125,389+145.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.39% | 16.80%-20.2pp | 13.22%-16.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $16,514 | $6,041+173.4% | $5,151+220.6% | $4,866+239.4% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |